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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 | $81,782 | $102,635-20.3% | $86,209-5.1% | $139,456-41.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 22.02% | 1923.53%-1901.5pp | 1169.05%-1147.0pp | 373.45%-351.4pp |
| Employer contribution / active EE | $1,084 | $3,034-64.3% | $2,381-54.5% | $4,753-77.2% |
| Participant deferral / active EE | $2,752 | $4,677-41.2% | $3,986-31.0% | $6,711-59.0% |
| Admin fee / account holder | $2 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |