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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 | $41,837 | $88,754-52.9% | $81,820-48.9% | $145,877-71.3% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 9.56% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,912 | $3,085-38.0% | $2,915-34.4% | $4,663-59.0% |
| Participant deferral / active EE | $2,938 | $4,648-36.8% | $4,323-32.0% | $6,691-56.1% |
| Admin fee / account holder | $123 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |