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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 | $34,559 | $99,009-65.1% | $86,581-60.1% | $147,585-76.6% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | 18.54% | 1312.70%-1294.2pp | 965.06%-946.5pp | 578.58%-560.0pp |
| Employer contribution / active EE | $1,553 | $3,132-50.4% | $2,840-45.3% | $4,876-68.2% |
| Participant deferral / active EE | $1,969 | $3,972-50.4% | $3,609-45.4% | $5,439-63.8% |
| Admin fee / account holder | $5 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |