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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 | $56,467 | $72,465-22.1% | $67,575-16.4% | $145,884-61.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.1pp | 80.3%-37.4pp |
| Annual return | 15.12% | 7222.56%-7207.4pp | 3528.98%-3513.9pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,383 | $3,074-22.5% | $2,736-12.9% | $4,662-48.9% |
| Participant deferral / active EE | $3,231 | $4,786-32.5% | $4,003-19.3% | $6,690-51.7% |
| Admin fee / account holder | $104 | $5,515-98.1% | $3,993-97.4% | $13,392-99.2% |