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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 | $31,914 | $175,257-81.8% | $149,717-78.7% | $139,456-77.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 15.91% | 166.70%-150.8pp | 134.41%-118.5pp | 373.45%-357.5pp |
| Employer contribution / active EE | $3,230 | $5,477-41.0% | $4,820-33.0% | $4,753-32.0% |
| Participant deferral / active EE | $5,751 | $6,521-11.8% | $5,682+1.2% | $6,711-14.3% |
| Admin fee / account holder | $51 | $16,156-99.7% | $13,213-99.6% | $11,407-99.5% |