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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 | $43,784 | $217,432-79.9% | $185,849-76.4% | $167,536-73.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.59% | 148.42%-136.8pp | 122.10%-110.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,664 | $5,875-71.7% | $5,169-67.8% | $4,839-65.6% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $211 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |