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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 | $76,368-63.6% | $67,681-59.0% | $154,746-82.1% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 22.39% | 1066.77%-1044.4pp | 590.58%-568.2pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,242 | $3,151-28.9% | $2,678-16.3% | $4,379-48.8% |
| Participant deferral / active EE | $2,242 | $4,824-53.5% | $3,976-43.6% | $6,730-66.7% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |