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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 | $12,931 | $88,778-85.4% | $81,844-84.2% | $145,884-91.1% |
| Participation rate | 52.4% | 75.1%-22.7pp | 72.4%-20.0pp | 80.3%-27.9pp |
| Annual return | 17.29% | 1033.03%-1015.7pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,435 | $3,087-53.5% | $2,916-50.8% | $4,662-69.2% |
| Participant deferral / active EE | $2,030 | $4,648-56.3% | $4,323-53.0% | $6,690-69.6% |
| Admin fee / account holder | $212 | $8,430-97.5% | $7,355-97.1% | $13,392-98.4% |