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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 | $50,191 | $60,128-16.5% | $90,440-44.5% | $79,852-37.1% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 21.53% | 71.95%-50.4pp | 1294.38%-1272.9pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,390 | $2,068-32.8% | $3,263-57.4% | $2,471-43.8% |
| Participant deferral / active EE | $2,610 | $2,939-11.2% | $3,964-34.2% | $3,740-30.2% |
| Admin fee / account holder | $21 | $3,977-99.5% | $5,615-99.6% | $5,306-99.6% |