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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 | $18,424 | $168,626-89.1% | $133,698-86.2% | $145,897-87.4% |
| Participation rate | 42.9% | 80.4%-37.5pp | 76.4%-33.6pp | 80.3%-37.4pp |
| Annual return | 23.07% | 1168.99%-1145.9pp | 580.90%-557.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $1,762 | $5,290-66.7% | $4,218-58.2% | $4,663-62.2% |
| Participant deferral / active EE | $6,049 | $8,688-30.4% | $7,016-13.8% | $6,689-9.6% |
| Admin fee / account holder | $80 | $9,638-99.2% | $6,703-98.8% | $13,390-99.4% |