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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 | $159,978-72.7% | $147,041-70.3% | $145,978-70.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 18.45% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $3,048 | $5,288-42.4% | $4,935-38.2% | $4,662-34.6% |
| Participant deferral / active EE | $6,660 | $8,429-21.0% | $8,071-17.5% | $6,690-0.4% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |