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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 | $29,358 | $88,702-66.9% | $81,780-64.1% | $145,978-79.9% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 20.00% | 1029.12%-1009.1pp | 776.27%-756.3pp | 550.52%-530.5pp |
| Employer contribution / active EE | $2,483 | $3,084-19.5% | $2,914-14.8% | $4,662-46.7% |
| Participant deferral / active EE | $4,984 | $4,645+7.3% | $4,321+15.4% | $6,690-25.5% |
| Admin fee / account holder | $133 | $8,414-98.4% | $7,384-98.2% | $13,400-99.0% |