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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 | $62,348 | $102,696-39.3% | $86,235-27.7% | $139,487-55.3% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 22.30% | 1925.91%-1903.6pp | 1170.03%-1147.7pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,634 | $3,034-46.1% | $2,381-31.4% | $4,755-65.6% |
| Participant deferral / active EE | $7,564 | $4,679+61.7% | $3,987+89.7% | $6,713+12.7% |
| Admin fee / account holder | $251 | $8,667-97.1% | $6,856-96.3% | $11,407-97.8% |