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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 | $39,040 | $217,432-82.0% | $185,851-79.0% | $167,553-76.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 37.47% | 148.43%-111.0pp | 122.11%-84.6pp | 478.89%-441.4pp |
| Employer contribution / active EE | $1,224 | $5,874-79.2% | $5,168-76.3% | $4,840-74.7% |
| Participant deferral / active EE | $4,795 | $6,357-24.6% | $5,569-13.9% | $6,343-24.4% |
| Admin fee / account holder | $150 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |