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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 | $25,340 | $60,139-57.9% | $90,461-72.0% | $79,856-68.3% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 20.94% | 71.96%-51.0pp | 1294.76%-1273.8pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,976 | $2,069-4.5% | $3,264-39.5% | $2,471-20.1% |
| Participant deferral / active EE | $2,523 | $2,939-14.2% | $3,964-36.4% | $3,741-32.6% |
| Admin fee / account holder | $20 | $3,978-99.5% | $5,617-99.7% | $5,306-99.6% |