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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 | $81,803 | $99,011-17.4% | $86,582-5.5% | $147,586-44.6% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 20.72% | 1312.75%-1292.0pp | 965.08%-944.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,421 | $3,132-54.6% | $2,839-50.0% | $4,876-70.9% |
| Participant deferral / active EE | $2,047 | $3,972-48.5% | $3,609-43.3% | $5,439-62.4% |
| Admin fee / account holder | $126 | $5,709-97.8% | $4,904-97.4% | $10,886-98.8% |