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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 | $39,126 | $175,231-77.7% | $149,696-73.9% | $139,466-71.9% |
| Participation rate | 47.6% | 83.4%-35.8pp | 78.8%-31.2pp | 80.3%-32.7pp |
| Annual return | 21.07% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,009 | $5,478-63.3% | $4,821-58.3% | $4,754-57.7% |
| Participant deferral / active EE | $4,728 | $6,521-27.5% | $5,682-16.8% | $6,712-29.6% |
| Admin fee / account holder | $245 | $16,155-98.5% | $13,212-98.1% | $11,409-97.9% |