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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 | $11,812 | $100,911-88.3% | $90,440-86.9% | $158,966-92.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 24.35% | 1726.62%-1702.3pp | 1294.38%-1270.0pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,041 | $3,690-44.7% | $3,263-37.4% | $4,762-57.1% |
| Participant deferral / active EE | $2,552 | $4,348-41.3% | $3,964-35.6% | $5,983-57.4% |
| Admin fee / account holder | $15 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |