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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 | $90,244 | $100,938-10.6% | $90,461-0.2% | $158,982-43.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.58% | 1727.20%-1713.6pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,035 | $3,691-72.0% | $3,264-68.3% | $4,763-78.3% |
| Participant deferral / active EE | $1,811 | $4,350-58.4% | $3,964-54.3% | $5,983-69.7% |
| Admin fee / account holder | $10 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |