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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 | $17,073 | $96,419-82.3% | $80,648-78.8% | $139,487-87.8% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 11.17% | 1352.86%-1341.7pp | 937.21%-926.0pp | 373.84%-362.7pp |
| Employer contribution / active EE | $1,172 | $3,261-64.1% | $2,724-57.0% | $4,755-75.3% |
| Participant deferral / active EE | $3,567 | $5,225-31.7% | $4,443-19.7% | $6,713-46.9% |
| Admin fee / account holder | $122 | $6,605-98.2% | $5,382-97.7% | $11,407-98.9% |