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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 | $109,830-57.4% | $98,452-52.5% | $167,497-72.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.69% | 1957.04%-1941.3pp | 1492.96%-1477.3pp | 478.62%-462.9pp |
| Employer contribution / active EE | $1,807 | $3,224-44.0% | $2,960-39.0% | $4,838-62.7% |
| Participant deferral / active EE | $11,900 | $4,673+154.6% | $4,276+178.3% | $6,341+87.7% |
| Admin fee / account holder | $60 | $6,751-99.1% | $5,948-99.0% | $12,310-99.5% |