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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 | $57,769 | $88,815-35.0% | $81,882-29.4% | $145,897-60.4% |
| Participation rate | 36.8% | 75.1%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 9.93% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,662 | $3,086-46.1% | $2,916-43.0% | $4,663-64.3% |
| Participant deferral / active EE | $2,452 | $4,647-47.2% | $4,323-43.3% | $6,689-63.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |