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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 | $43,715 | $160,070-72.7% | $147,117-70.3% | $145,897-70.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 18.45% | 98.69%-80.2pp | 420.54%-402.1pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,048 | $5,285-42.3% | $4,932-38.2% | $4,663-34.6% |
| Participant deferral / active EE | $6,660 | $8,419-20.9% | $8,065-17.4% | $6,689-0.4% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |