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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 | $88,778-66.9% | $81,844-64.1% | $145,884-79.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 20.00% | 1033.03%-1013.0pp | 778.87%-758.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,483 | $3,087-19.6% | $2,916-14.9% | $4,662-46.7% |
| Participant deferral / active EE | $4,984 | $4,648+7.2% | $4,323+15.3% | $6,690-25.5% |
| Admin fee / account holder | $133 | $8,430-98.4% | $7,355-98.2% | $13,392-99.0% |