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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 | $48,738 | $202,345-75.9% | $172,755-71.8% | $152,885-68.1% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 24.38% | 1029.77%-1005.4pp | 802.94%-778.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,635 | $5,858-72.1% | $5,144-68.2% | $4,763-65.7% |
| Participant deferral / active EE | $5,565 | $5,948-6.4% | $5,198+7.1% | $5,851-4.9% |
| Admin fee / account holder | $152 | $17,111-99.1% | $13,955-98.9% | $11,598-98.7% |