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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 | $46,235 | $88,815-47.9% | $81,882-43.5% | $145,897-68.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.02% | 1033.75%-1017.7pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,368 | $3,086-55.7% | $2,916-53.1% | $4,663-70.7% |
| Participant deferral / active EE | $3,828 | $4,647-17.6% | $4,323-11.5% | $6,689-42.8% |
| Admin fee / account holder | $235 | $8,434-97.2% | $7,360-96.8% | $13,390-98.2% |