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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 | $95,281 | $72,465+31.5% | $67,575+41.0% | $145,884-34.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.86% | 7222.56%-7206.7pp | 3528.98%-3513.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,728 | $3,074-43.8% | $2,736-36.8% | $4,662-62.9% |
| Participant deferral / active EE | $5,616 | $4,786+17.4% | $4,003+40.3% | $6,690-16.0% |
| Admin fee / account holder | $230 | $5,515-95.8% | $3,993-94.2% | $13,392-98.3% |