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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 | $30,897 | $88,815-65.2% | $81,882-62.3% | $145,897-78.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 25.16% | 1033.75%-1008.6pp | 779.47%-754.3pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,327 | $3,086-57.0% | $2,916-54.5% | $4,663-71.6% |
| Participant deferral / active EE | $2,653 | $4,647-42.9% | $4,323-38.6% | $6,689-60.3% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |