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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 | $52,625 | $88,754-40.7% | $81,820-35.7% | $145,877-63.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 13.06% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,915 | $3,085-5.5% | $2,9150% | $4,663-37.5% |
| Participant deferral / active EE | $3,901 | $4,648-16.1% | $4,323-9.8% | $6,691-41.7% |
| Admin fee / account holder | $126 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |