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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 | $42,146 | $176,077-76.1% | $159,455-73.6% | $167,518-74.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.80% | 331.83%-311.0pp | 263.63%-242.8pp | 478.71%-457.9pp |
| Employer contribution / active EE | $2,461 | $5,298-53.6% | $4,830-49.1% | $4,838-49.1% |
| Participant deferral / active EE | $3,409 | $7,751-56.0% | $7,353-53.6% | $6,342-46.2% |
| Admin fee / account holder | $186 | $12,556-98.5% | $10,800-98.3% | $12,312-98.5% |