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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 | $40,716 | $183,539-77.8% | $155,556-73.8% | $145,897-72.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.59% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,695 | $5,315-68.1% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $4,543 | $6,467-29.8% | $5,631-19.3% | $6,689-32.1% |
| Admin fee / account holder | $265 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |