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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 | $103,134 | $176,688-41.6% | $130,660-21.1% | $152,885-32.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 25.88% | 2693.08%-2667.2pp | 1709.29%-1683.4pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,920 | $5,743-66.6% | $4,092-53.1% | $4,763-59.7% |
| Participant deferral / active EE | $9,500 | $4,362+117.8% | $3,603+163.7% | $5,851+62.4% |
| Admin fee / account holder | $20 | $7,131-99.7% | $5,463-99.6% | $11,598-99.8% |