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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 | $60,456 | $100,911-40.1% | $90,440-33.2% | $158,966-62.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 17.52% | 1726.62%-1709.1pp | 1294.38%-1276.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $7,547 | $3,690+104.5% | $3,263+131.3% | $4,762+58.5% |
| Participant deferral / active EE | $2,285 | $4,348-47.5% | $3,964-42.4% | $5,983-61.8% |
| Admin fee / account holder | $13 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |