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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 | $75,769 | $102,635-26.2% | $86,209-12.1% | $139,456-45.7% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 19.26% | 1923.53%-1904.3pp | 1169.05%-1149.8pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,255 | $3,034-58.6% | $2,381-47.3% | $4,753-73.6% |
| Participant deferral / active EE | $1,514 | $4,677-67.6% | $3,986-62.0% | $6,711-77.4% |
| Admin fee / account holder | $28 | $8,661-99.7% | $6,853-99.6% | $11,407-99.8% |