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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 | $26,427 | $88,754-70.2% | $81,820-67.7% | $145,877-81.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.92% | 1031.77%-1020.8pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,817 | $3,085+56.1% | $2,915+65.2% | $4,663+3.3% |
| Participant deferral / active EE | $2,234 | $4,648-51.9% | $4,323-48.3% | $6,691-66.6% |
| Admin fee / account holder | $65 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |