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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 | $20,039 | $156,927-87.2% | $121,169-83.5% | $139,456-85.6% |
| Participation rate | 45.8% | 76.4%-30.6pp | 69.5%-23.7pp | 80.3%-34.5pp |
| Annual return | 28.12% | 1475.85%-1447.7pp | 986.71%-958.6pp | 373.45%-345.3pp |
| Employer contribution / active EE | $5,554 | $5,542+0.2% | $4,168+33.3% | $4,753+16.9% |
| Participant deferral / active EE | $2,571 | $4,848-47.0% | $4,083-37.0% | $6,711-61.7% |
| Admin fee / account holder | $213 | $6,946-96.9% | $5,645-96.2% | $11,407-98.1% |