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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 | $31,723 | $209,422-84.9% | $178,503-82.2% | $158,982-80.0% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 17.26% | 188.81%-171.5pp | 151.12%-133.9pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,386 | $5,707-75.7% | $5,011-72.3% | $4,763-70.9% |
| Participant deferral / active EE | $3,061 | $5,955-48.6% | $5,202-41.2% | $5,983-48.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |