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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 | $71,929 | $88,754-19.0% | $81,820-12.1% | $145,877-50.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 12.99% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,850 | $3,085-40.0% | $2,915-36.5% | $4,663-60.3% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $4,323-30.6% | $6,691-55.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |