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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 | $6,315 | $96,419-93.5% | $80,648-92.2% | $139,487-95.5% |
| Participation rate | 53.3% | 73.6%-20.3pp | 67.0%-13.7pp | 80.3%-27.0pp |
| Annual return | 23.50% | 1352.86%-1329.4pp | 937.21%-913.7pp | 373.84%-350.3pp |
| Employer contribution / active EE | $1,628 | $3,261-50.1% | $2,724-40.2% | $4,755-65.8% |
| Participant deferral / active EE | $1,812 | $5,225-65.3% | $4,443-59.2% | $6,713-73.0% |
| Admin fee / account holder | $137 | $6,605-97.9% | $5,382-97.5% | $11,407-98.8% |