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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 | $22,170 | $88,778-75.0% | $81,844-72.9% | $145,884-84.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.41% | 1033.03%-1014.6pp | 778.87%-760.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,815 | $3,087-41.2% | $2,916-37.8% | $4,662-61.1% |
| Participant deferral / active EE | $3,495 | $4,648-24.8% | $4,323-19.2% | $6,690-47.8% |
| Admin fee / account holder | $209 | $8,430-97.5% | $7,355-97.2% | $13,392-98.4% |