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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 | $45,604 | $175,259-74.0% | $149,723-69.5% | $139,487-67.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 27.33% | 166.82%-139.5pp | 134.50%-107.2pp | 373.84%-346.5pp |
| Employer contribution / active EE | $1,256 | $5,478-77.1% | $4,821-74.0% | $4,755-73.6% |
| Participant deferral / active EE | $6,161 | $6,522-5.5% | $5,682+8.4% | $6,713-8.2% |
| Admin fee / account holder | $182 | $16,158-98.9% | $13,215-98.6% | $11,407-98.4% |