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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 | $88,710-22.1% | $81,783-15.5% | $145,959-52.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.67% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,680 | $3,083-45.5% | $2,913-42.3% | $4,661-64.0% |
| Participant deferral / active EE | $2,099 | $4,645-54.8% | $4,320-51.4% | $6,689-68.6% |
| Admin fee / account holder | $251 | $8,407-97.0% | $7,380-96.6% | $13,398-98.1% |