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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 | $18,067 | $88,754-79.6% | $81,820-77.9% | $145,877-87.6% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 12.27% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,079 | $3,085-65.0% | $2,915-63.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,079 | $4,648-76.8% | $4,323-75.0% | $6,691-83.9% |
| Admin fee / account holder | $167 | $8,424-98.0% | $7,391-97.7% | $13,402-98.8% |