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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 | $57,024 | $72,465-21.3% | $67,575-15.6% | $145,884-60.9% |
| Participation rate | 47.6% | 76.9%-29.3pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 19.37% | 7222.56%-7203.2pp | 3528.98%-3509.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $1,131 | $3,074-63.2% | $2,736-58.7% | $4,662-75.7% |
| Participant deferral / active EE | $4,069 | $4,786-15.0% | $4,003+1.6% | $6,690-39.2% |
| Admin fee / account holder | $20 | $5,515-99.6% | $3,993-99.5% | $13,392-99.9% |