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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 | $88,710-63.3% | $81,783-60.2% | $145,959-77.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.85% | 1027.26%-1012.4pp | 775.05%-760.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,882 | $3,083-39.0% | $2,913-35.4% | $4,661-59.6% |
| Participant deferral / active EE | $2,107 | $4,645-54.6% | $4,320-51.2% | $6,689-68.5% |
| Admin fee / account holder | $6 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |