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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 | $43,936 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 572.54% | 74.59%+498.0pp | 66.58%+506.0pp | 220.34%+352.2pp |
| Employer contribution / active EE | $2,872 | $4,804-40.2% | $4,554-37.0% | $4,156-30.9% |
| Participant deferral / active EE | $7,375 | $8,216-10.2% | $7,897-6.6% | $6,407+15.1% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |