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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 | $42,076 | $88,815-52.6% | $81,882-48.6% | $145,897-71.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 21.38% | 1033.75%-1012.4pp | 779.47%-758.1pp | 552.29%-530.9pp |
| Employer contribution / active EE | $1,024 | $3,086-66.8% | $2,916-64.9% | $4,663-78.0% |
| Participant deferral / active EE | $7,845 | $4,647+68.8% | $4,323+81.5% | $6,689+17.3% |
| Admin fee / account holder | $55 | $8,434-99.3% | $7,360-99.3% | $13,390-99.6% |