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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 | $43,279 | $88,815-51.3% | $81,882-47.1% | $145,897-70.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 11.51% | 1033.75%-1022.2pp | 779.47%-768.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,882 | $3,086-39.0% | $2,916-35.5% | $4,663-59.6% |
| Participant deferral / active EE | $3,055 | $4,647-34.3% | $4,323-29.3% | $6,689-54.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |