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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 | $38,644 | $175,259-78.0% | $149,723-74.2% | $139,487-72.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 22.28% | 166.82%-144.5pp | 134.50%-112.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,450 | $5,478-73.5% | $4,821-69.9% | $4,755-69.5% |
| Participant deferral / active EE | $4,542 | $6,522-30.4% | $5,682-20.1% | $6,713-32.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |