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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 | $47,514 | $96,643-50.8% | $86,617-45.1% | $139,456-65.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.39% | 106.57%-94.2pp | 591.91%-579.5pp | 373.45%-361.1pp |
| Employer contribution / active EE | $2,373 | $3,264-27.3% | $3,023-21.5% | $4,753-50.1% |
| Participant deferral / active EE | $1,528 | $4,835-68.4% | $4,437-65.6% | $6,711-77.2% |
| Admin fee / account holder | $28 | $6,406-99.6% | $5,613-99.5% | $11,407-99.8% |