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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 | $49,904 | $226,105-77.9% | $182,540-72.7% | $152,897-67.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 19.16% | 192.58%-173.4pp | 148.58%-129.4pp | 345.43%-326.3pp |
| Employer contribution / active EE | $597 | $4,978-88.0% | $4,076-85.3% | $4,764-87.5% |
| Participant deferral / active EE | $6,250 | $6,370-1.9% | $5,525+13.1% | $5,851+6.8% |
| Admin fee / account holder | $142 | $10,706-98.7% | $8,593-98.4% | $11,599-98.8% |