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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 | $79,748 | $100,895-21.0% | $90,430-11.8% | $158,950-49.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.92% | 1725.54%-1710.6pp | 1293.73%-1278.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,083 | $3,689-43.5% | $3,262-36.1% | $4,762-56.3% |
| Participant deferral / active EE | $3,045 | $4,347-30.0% | $3,963-23.2% | $5,983-49.1% |
| Admin fee / account holder | $91 | $6,505-98.6% | $5,613-98.4% | $11,248-99.2% |