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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 | $88,702-40.7% | $81,780-35.7% | $145,978-63.9% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 13.06% | 1029.12%-1016.1pp | 776.27%-763.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,915 | $3,084-5.5% | $2,9140% | $4,662-37.5% |
| Participant deferral / active EE | $3,901 | $4,645-16.0% | $4,321-9.7% | $6,690-41.7% |
| Admin fee / account holder | $126 | $8,414-98.5% | $7,384-98.3% | $13,400-99.1% |