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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 | $22,681 | $88,754-74.4% | $81,820-72.3% | $145,877-84.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.15% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,533 | $3,085-17.9% | $2,915-13.1% | $4,663-45.7% |
| Participant deferral / active EE | $2,617 | $4,648-43.7% | $4,323-39.5% | $6,691-60.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |