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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 | $47,771 | $100,938-52.7% | $90,461-47.2% | $158,982-70.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.43% | 1727.20%-1711.8pp | 1294.76%-1279.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,186 | $3,691-67.9% | $3,264-63.7% | $4,763-75.1% |
| Participant deferral / active EE | $3,765 | $4,350-13.4% | $3,964-5.0% | $5,983-37.1% |
| Admin fee / account holder | $219 | $6,510-96.6% | $5,617-96.1% | $11,252-98.1% |