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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 | $32,524 | $88,778-63.4% | $81,844-60.3% | $145,884-77.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.85% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,882 | $3,087-39.0% | $2,916-35.5% | $4,662-59.6% |
| Participant deferral / active EE | $2,107 | $4,648-54.7% | $4,323-51.3% | $6,690-68.5% |
| Admin fee / account holder | $6 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |