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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 | $69,129 | $88,815-22.2% | $81,882-15.6% | $145,897-52.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.67% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,680 | $3,086-45.6% | $2,916-42.4% | $4,663-64.0% |
| Participant deferral / active EE | $2,099 | $4,647-54.8% | $4,323-51.4% | $6,689-68.6% |
| Admin fee / account holder | $251 | $8,434-97.0% | $7,360-96.6% | $13,390-98.1% |