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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 | $28,032 | $88,710-68.4% | $81,783-65.7% | $145,959-80.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.25% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,750 | $3,083-43.2% | $2,913-39.9% | $4,661-62.5% |
| Participant deferral / active EE | $2,346 | $4,645-49.5% | $4,320-45.7% | $6,689-64.9% |
| Admin fee / account holder | $276 | $8,407-96.7% | $7,380-96.3% | $13,398-97.9% |