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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 | $46,785 | $109,905-57.4% | $98,506-52.5% | $167,553-72.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.69% | 1960.20%-1944.5pp | 1494.92%-1479.2pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,807 | $3,226-44.0% | $2,961-39.0% | $4,840-62.7% |
| Participant deferral / active EE | $11,900 | $4,674+154.6% | $4,277+178.2% | $6,343+87.6% |
| Admin fee / account holder | $60 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |