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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 | $23,978 | $60,139-60.1% | $90,461-73.5% | $79,856-70.0% |
| Participation rate | 55.9% | 65.0%-9.1pp | 72.7%-16.8pp | 69.6%-13.8pp |
| Annual return | 22.61% | 71.96%-49.4pp | 1294.76%-1272.2pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,640 | $2,069-20.7% | $3,264-49.7% | $2,471-33.6% |
| Participant deferral / active EE | $2,507 | $2,939-14.7% | $3,964-36.8% | $3,741-33.0% |
| Admin fee / account holder | $152 | $3,978-96.2% | $5,617-97.3% | $5,306-97.1% |