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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 | $44,298 | $202,342-78.1% | $172,753-74.4% | $152,909-71.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.90% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $3,140 | $5,857-46.4% | $5,144-39.0% | $4,764-34.1% |
| Participant deferral / active EE | $7,850 | $5,948+32.0% | $5,198+51.0% | $5,851+34.2% |
| Admin fee / account holder | $112 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |