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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 | $94,637 | $105,145-10.0% | $94,6640% | $139,466-32.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 29.01% | 38.09%-9.1pp | 156.84%-127.8pp | 373.66%-344.7pp |
| Employer contribution / active EE | $2,428 | $4,107-40.9% | $3,673-33.9% | $4,754-48.9% |
| Participant deferral / active EE | $6,069 | $7,599-20.1% | $7,417-18.2% | $6,712-9.6% |
| Admin fee / account holder | $60 | $8,972-99.3% | $7,222-99.2% | $11,409-99.5% |