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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 | $73,629 | $124,187-40.7% | $108,410-32.1% | $167,518-56.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 14.94% | 1379.80%-1364.9pp | 905.34%-890.4pp | 478.71%-463.8pp |
| Employer contribution / active EE | $2,449 | $4,187-41.5% | $3,558-31.2% | $4,838-49.4% |
| Participant deferral / active EE | $6,122 | $6,908-11.4% | $6,562-6.7% | $6,342-3.5% |
| Admin fee / account holder | $60 | $9,456-99.4% | $7,296-99.2% | $12,312-99.5% |