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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 | $88,778-46.7% | $81,844-42.2% | $145,884-67.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.07% | 1033.03%-1016.0pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,155 | $3,087-30.2% | $2,916-26.1% | $4,662-53.8% |
| Participant deferral / active EE | $10,173 | $4,648+118.9% | $4,323+135.3% | $6,690+52.1% |
| Admin fee / account holder | $109 | $8,430-98.7% | $7,355-98.5% | $13,392-99.2% |