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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 | $33,512 | $88,702-62.2% | $81,780-59.0% | $145,978-77.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.14% | 1029.12%-1012.0pp | 776.27%-759.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $5,315 | $3,084+72.3% | $2,914+82.4% | $4,662+14.0% |
| Participant deferral / active EE | $10,629 | $4,645+128.8% | $4,321+146.0% | $6,690+58.9% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |