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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 | $56,158 | $100,938-44.4% | $90,461-37.9% | $158,982-64.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 6.75% | 1727.20%-1720.5pp | 1294.76%-1288.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $1,890 | $3,691-48.8% | $3,264-42.1% | $4,763-60.3% |
| Participant deferral / active EE | $5,481 | $4,350+26.0% | $3,964+38.3% | $5,983-8.4% |
| Admin fee / account holder | $100 | $6,510-98.5% | $5,617-98.2% | $11,252-99.1% |