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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 | $60,323 | $96,419-37.4% | $80,648-25.2% | $139,487-56.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 22.91% | 1352.86%-1329.9pp | 937.21%-914.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $1,260 | $3,261-61.4% | $2,724-53.7% | $4,755-73.5% |
| Participant deferral / active EE | $17,500 | $5,225+234.9% | $4,443+293.8% | $6,713+160.7% |
| Admin fee / account holder | $171 | $6,605-97.4% | $5,382-96.8% | $11,407-98.5% |