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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 | $42,132 | $180,749-76.7% | $160,784-73.8% | $137,256-69.3% |
| Participation rate | 35.3% | 80.0%-44.7pp | 77.0%-41.7pp | 80.0%-44.7pp |
| Annual return | 18.14% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,093 | $4,155-73.7% | $3,733-70.7% | $4,156-73.7% |
| Participant deferral / active EE | $1,327 | $6,844-80.6% | $6,293-78.9% | $6,407-79.3% |
| Admin fee / account holder | $292 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |