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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 | $88,702-28.1% | $81,780-22.1% | $145,978-56.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.84% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,713 | $3,084-44.5% | $2,914-41.2% | $4,662-63.3% |
| Participant deferral / active EE | $1,713 | $4,645-63.1% | $4,321-60.4% | $6,690-74.4% |
| Admin fee / account holder | $64 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |