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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 | $14,182 | $96,388-85.3% | $80,627-82.4% | $139,466-89.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 28.22% | 1352.08%-1323.9pp | 936.76%-908.5pp | 373.66%-345.4pp |
| Employer contribution / active EE | $1,580 | $3,260-51.5% | $2,723-42.0% | $4,754-66.8% |
| Participant deferral / active EE | $1,580 | $5,224-69.8% | $4,443-64.4% | $6,712-76.5% |
| Admin fee / account holder | $15 | $6,603-99.8% | $5,381-99.7% | $11,409-99.9% |