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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 | $27,772 | $68,097-59.2% | $62,929-55.9% | $137,256-79.8% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 22.39% | 1859.11%-1836.7pp | 1063.93%-1041.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,242 | $2,811-20.3% | $2,505-10.5% | $4,156-46.1% |
| Participant deferral / active EE | $2,242 | $4,553-50.8% | $3,888-42.3% | $6,407-65.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |