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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 | $31,065 | $88,778-65.0% | $81,844-62.0% | $145,884-78.7% |
| Participation rate | 38.1% | 75.1%-37.0pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 12.96% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,367 | $3,087-55.7% | $2,916-53.1% | $4,662-70.7% |
| Participant deferral / active EE | $3,346 | $4,648-28.0% | $4,323-22.6% | $6,690-50.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |