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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 | $71,620 | $96,691-25.9% | $86,656-17.4% | $139,487-48.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.62% | 106.87%-89.2pp | 593.09%-575.5pp | 373.84%-356.2pp |
| Employer contribution / active EE | $2,215 | $3,267-32.2% | $3,025-26.8% | $4,755-53.4% |
| Participant deferral / active EE | $4,389 | $4,838-9.3% | $4,439-1.1% | $6,713-34.6% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |