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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 | $37,833 | $150,412-74.8% | $120,574-68.6% | $145,884-74.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 19.25% | 154.50%-135.2pp | 107.42%-88.2pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,795 | $4,355-35.8% | $3,471-19.5% | $4,662-40.1% |
| Participant deferral / active EE | $4,022 | $6,175-34.9% | $4,996-19.5% | $6,690-39.9% |
| Admin fee / account holder | $47 | $12,224-99.6% | $9,445-99.5% | $13,392-99.6% |