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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 | $41,462 | $180,749-77.1% | $160,784-74.2% | $137,256-69.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 18.82% | 2234.46%-2215.6pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,727 | $4,155-58.4% | $3,733-53.7% | $4,156-58.4% |
| Participant deferral / active EE | $4,070 | $6,844-40.5% | $6,293-35.3% | $6,407-36.5% |
| Admin fee / account holder | $201 | $10,397-98.1% | $9,717-97.9% | $12,270-98.4% |