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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 | $54,842 | $111,535-50.8% | $105,223-47.9% | $137,256-60.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 25.69% | 237.85%-212.2pp | 180.65%-155.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,650 | $3,939-58.1% | $3,689-55.3% | $4,156-60.3% |
| Participant deferral / active EE | $8,725 | $5,500+58.6% | $5,072+72.0% | $6,407+36.2% |
| Admin fee / account holder | $88 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |