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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 | $55,330 | $72,426-23.6% | $67,560-18.1% | $145,897-62.1% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 15.75% | 7226.78%-7211.0pp | 3533.50%-3517.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $500 | $3,074-83.7% | $2,737-81.7% | $4,663-89.3% |
| Participant deferral / active EE | $7,667 | $4,785+60.2% | $4,004+91.5% | $6,689+14.6% |
| Admin fee / account holder | $13 | $5,514-99.8% | $3,994-99.7% | $13,390-99.9% |