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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 | $28,473 | $88,815-67.9% | $81,882-65.2% | $145,897-80.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 18.38% | 1033.75%-1015.4pp | 779.47%-761.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,424 | $3,086-21.4% | $2,916-16.9% | $4,663-48.0% |
| Participant deferral / active EE | $2,688 | $4,647-42.2% | $4,323-37.8% | $6,689-59.8% |
| Admin fee / account holder | $8 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |