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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 | $39,283 | $124,175-68.4% | $108,405-63.8% | $167,553-76.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 12.20% | 1380.13%-1367.9pp | 905.55%-893.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,200 | $4,188-71.3% | $3,559-66.3% | $4,840-75.2% |
| Participant deferral / active EE | $2,597 | $6,908-62.4% | $6,563-60.4% | $6,343-59.1% |
| Admin fee / account holder | $20 | $9,457-99.8% | $7,297-99.7% | $12,316-99.8% |