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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 | $13,371 | $65,434-79.6% | $98,483-86.4% | $85,847-84.4% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 21.86% | 21.75%+0.1pp | 1494.38%-1472.5pp | 318.61%-296.7pp |
| Employer contribution / active EE | $1,517 | $2,169-30.1% | $2,961-48.8% | $2,565-40.9% |
| Participant deferral / active EE | $2,356 | $3,168-25.6% | $4,276-44.9% | $3,952-40.4% |
| Admin fee / account holder | $288 | $4,595-93.7% | $5,953-95.2% | $6,261-95.4% |