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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 | $47,339 | $88,815-46.7% | $81,882-42.2% | $145,897-67.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.07% | 1033.75%-1016.7pp | 779.47%-762.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,155 | $3,086-30.2% | $2,916-26.1% | $4,663-53.8% |
| Participant deferral / active EE | $10,173 | $4,647+118.9% | $4,323+135.3% | $6,689+52.1% |
| Admin fee / account holder | $109 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |