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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 | $88,754-66.9% | $81,820-64.1% | $145,877-79.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 20.00% | 1031.77%-1011.8pp | 777.93%-757.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $2,483 | $3,085-19.5% | $2,915-14.8% | $4,663-46.7% |
| Participant deferral / active EE | $4,984 | $4,648+7.2% | $4,323+15.3% | $6,691-25.5% |
| Admin fee / account holder | $133 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |