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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 | $56,893 | $175,257-67.5% | $149,717-62.0% | $139,456-59.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.31% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,345 | $5,477-57.2% | $4,820-51.3% | $4,753-50.7% |
| Participant deferral / active EE | $12,630 | $6,521+93.7% | $5,682+122.3% | $6,711+88.2% |
| Admin fee / account holder | $44 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |