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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 | $63,746 | $88,754-28.2% | $81,820-22.1% | $145,877-56.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.84% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,713 | $3,085-44.5% | $2,915-41.3% | $4,663-63.3% |
| Participant deferral / active EE | $1,713 | $4,648-63.2% | $4,323-60.4% | $6,691-74.4% |
| Admin fee / account holder | $64 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |