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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 | $40,126 | $100,938-60.2% | $90,461-55.6% | $158,982-74.8% |
| Participation rate | 52.4% | 75.0%-22.7pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 19.55% | 1727.20%-1707.7pp | 1294.76%-1275.2pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,475 | $3,691-60.0% | $3,264-54.8% | $4,763-69.0% |
| Participant deferral / active EE | $1,899 | $4,350-56.3% | $3,964-52.1% | $5,983-68.3% |
| Admin fee / account holder | $17 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |