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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 | $48,862 | $202,463-75.9% | $169,397-71.2% | $139,487-65.0% |
| Participation rate | 45.5% | 81.1%-35.7pp | 77.2%-31.7pp | 80.3%-34.9pp |
| Annual return | 21.16% | 532.64%-511.5pp | 406.23%-385.1pp | 373.84%-352.7pp |
| Employer contribution / active EE | $772 | $4,694-83.6% | $4,013-80.8% | $4,755-83.8% |
| Participant deferral / active EE | $10,279 | $6,941+48.1% | $6,223+65.2% | $6,713+53.1% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |