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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 | $23,325 | $88,702-73.7% | $81,780-71.5% | $145,978-84.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.64% | 1029.12%-1017.5pp | 776.27%-764.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,258 | $3,084-26.8% | $2,914-22.5% | $4,662-51.6% |
| Participant deferral / active EE | $7,242 | $4,645+55.9% | $4,321+67.6% | $6,690+8.3% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |