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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 | $39,563 | $121,701-67.5% | $104,639-62.2% | $158,982-75.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 9.67% | 465.72%-456.0pp | 340.67%-331.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $625 | $3,165-80.3% | $2,682-76.7% | $4,763-86.9% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $92 | $7,778-98.8% | $6,465-98.6% | $11,252-99.2% |