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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 | $19,205 | $138,114-86.1% | $125,391-84.7% | $134,545-85.7% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | 60.92% | 750.88%-690.0pp | 572.41%-511.5pp | 418.37%-357.5pp |
| Employer contribution / active EE | $1,165 | $5,246-77.8% | $4,816-75.8% | $4,742-75.4% |
| Participant deferral / active EE | $5,043 | $7,801-35.4% | $7,448-32.3% | $6,401-21.2% |
| Admin fee / account holder | $34 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |