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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 | $100,895-60.2% | $90,430-55.6% | $158,950-74.8% |
| Participation rate | 52.4% | 75.0%-22.6pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 19.55% | 1725.54%-1706.0pp | 1293.73%-1274.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $1,475 | $3,689-60.0% | $3,262-54.8% | $4,762-69.0% |
| Participant deferral / active EE | $1,899 | $4,347-56.3% | $3,963-52.1% | $5,983-68.3% |
| Admin fee / account holder | $17 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |