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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,008 | $202,342-79.2% | $172,752-75.7% | $152,897-72.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 22.84% | 1029.83%-1007.0pp | 802.97%-780.1pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,378 | $5,858-76.5% | $5,144-73.2% | $4,764-71.1% |
| Participant deferral / active EE | $3,563 | $5,948-40.1% | $5,198-31.4% | $5,851-39.1% |
| Admin fee / account holder | $240 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |