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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 | $56,331 | $88,815-36.6% | $81,882-31.2% | $145,897-61.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.18% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,437 | $3,086-53.5% | $2,916-50.7% | $4,663-69.2% |
| Participant deferral / active EE | $7,726 | $4,647+66.2% | $4,323+78.7% | $6,689+15.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |