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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 | $88,754-46.7% | $81,820-42.1% | $145,877-67.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.07% | 1031.77%-1014.7pp | 777.93%-760.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,155 | $3,085-30.2% | $2,915-26.1% | $4,663-53.8% |
| Participant deferral / active EE | $10,173 | $4,648+118.9% | $4,323+135.4% | $6,691+52.1% |
| Admin fee / account holder | $109 | $8,424-98.7% | $7,391-98.5% | $13,402-99.2% |