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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 | $30,930 | $175,231-82.3% | $149,696-79.3% | $139,466-77.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.89% | 166.77%-138.9pp | 134.46%-106.6pp | 373.66%-345.8pp |
| Employer contribution / active EE | $2,851 | $5,478-48.0% | $4,821-40.9% | $4,754-40.0% |
| Participant deferral / active EE | $2,925 | $6,521-55.1% | $5,682-48.5% | $6,712-56.4% |
| Admin fee / account holder | $84 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |