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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 | $38,547 | $184,000-79.1% | $162,185-76.2% | $152,909-74.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 33.90% | 150.80%-116.9pp | 115.61%-81.7pp | 345.46%-311.6pp |
| Employer contribution / active EE | $1,574 | $6,370-75.3% | $5,613-72.0% | $4,764-67.0% |
| Participant deferral / active EE | $7,149 | $8,033-11.0% | $7,297-2.0% | $5,851+22.2% |
| Admin fee / account holder | $145 | $13,124-98.9% | $10,844-98.7% | $11,601-98.8% |