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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 | $59,291 | $100,911-41.2% | $90,440-34.4% | $158,966-62.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 38.09% | 1726.62%-1688.5pp | 1294.38%-1256.3pp | 302.95%-264.9pp |
| Employer contribution / active EE | $13,271 | $3,690+259.6% | $3,263+306.7% | $4,762+178.6% |
| Participant deferral / active EE | $6,874 | $4,348+58.1% | $3,964+73.4% | $5,983+14.9% |
| Admin fee / account holder | $32 | $6,507-99.5% | $5,615-99.4% | $11,250-99.7% |