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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 | $38,903 | $88,778-56.2% | $81,844-52.5% | $145,884-73.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 12.98% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,773 | $3,087-42.6% | $2,916-39.2% | $4,662-62.0% |
| Participant deferral / active EE | $4,582 | $4,648-1.4% | $4,323+6.0% | $6,690-31.5% |
| Admin fee / account holder | $51 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |