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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 | $50,929 | $102,663-50.4% | $86,216-40.9% | $139,466-63.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.30% | 1924.52%-1905.2pp | 1169.42%-1150.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,631 | $3,035-13.3% | $2,382+10.5% | $4,754-44.7% |
| Participant deferral / active EE | $3,710 | $4,677-20.7% | $3,986-6.9% | $6,712-44.7% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |