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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 | $37,462 | $96,388-61.1% | $80,627-53.5% | $139,466-73.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 30.92% | 1352.08%-1321.2pp | 936.76%-905.8pp | 373.66%-342.7pp |
| Employer contribution / active EE | $1,669 | $3,260-48.8% | $2,723-38.7% | $4,754-64.9% |
| Participant deferral / active EE | $2,183 | $5,224-58.2% | $4,443-50.9% | $6,712-67.5% |
| Admin fee / account holder | $15 | $6,603-99.8% | $5,381-99.7% | $11,409-99.9% |