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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 | $62,129 | $176,077-64.7% | $159,455-61.0% | $167,518-62.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.62% | 331.83%-316.2pp | 263.63%-248.0pp | 478.71%-463.1pp |
| Employer contribution / active EE | $2,500 | $5,298-52.8% | $4,830-48.2% | $4,838-48.3% |
| Participant deferral / active EE | $3,125 | $7,751-59.7% | $7,353-57.5% | $6,342-50.7% |
| Admin fee / account holder | $40 | $12,556-99.7% | $10,800-99.6% | $12,312-99.7% |