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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 | $32,206 | $175,257-81.6% | $149,717-78.5% | $139,456-76.9% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 24.47% | 166.70%-142.2pp | 134.41%-109.9pp | 373.45%-349.0pp |
| Employer contribution / active EE | $1,287 | $5,477-76.5% | $4,820-73.3% | $4,753-72.9% |
| Participant deferral / active EE | $5,665 | $6,521-13.1% | $5,682-0.3% | $6,711-15.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |