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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 | $56,303 | $57,305-1.7% | $86,640-35.0% | $75,173-25.1% |
| Participation rate | 34.3% | 63.2%-28.9pp | 71.7%-37.4pp | 67.2%-32.9pp |
| Annual return | 18.07% | 2674.24%-2656.2pp | 592.52%-574.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,201 | $2,316-48.1% | $3,024-60.3% | $2,671-55.0% |
| Participant deferral / active EE | $2,018 | $3,320-39.2% | $4,438-54.5% | $4,126-51.1% |
| Admin fee / account holder | $208 | $4,116-94.9% | $5,616-96.3% | $5,651-96.3% |