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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 | $85,165 | $104,106-18.2% | $71,086+19.8% | $135,379-37.1% |
| Participation rate | 11.8% | 65.7%-53.9pp | 54.7%-42.9pp | 82.6%-70.9pp |
| Annual return | 2.09% | 1256.30%-1254.2pp | 650.59%-648.5pp | 519.79%-517.7pp |
| Employer contribution / active EE | $294 | $1,485-80.2% | $1,088-73.0% | $4,779-93.8% |
| Participant deferral / active EE | $2,176 | $2,527-13.9% | $1,874+16.1% | $5,609-61.2% |
| Admin fee / account holder | $50 | $4,142-98.8% | $3,082-98.4% | $10,828-99.5% |