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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 | $29,067 | $96,388-69.8% | $80,627-63.9% | $139,466-79.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 27.60% | 1352.08%-1324.5pp | 936.76%-909.2pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,063 | $3,260-67.4% | $2,723-61.0% | $4,754-77.6% |
| Participant deferral / active EE | $6,269 | $5,224+20.0% | $4,443+41.1% | $6,712-6.6% |
| Admin fee / account holder | $228 | $6,603-96.5% | $5,381-95.8% | $11,409-98.0% |