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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 | $45,734 | $99,031-53.8% | $86,597-47.2% | $147,585-69.0% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 18.93% | 1312.56%-1293.6pp | 964.96%-946.0pp | 578.57%-559.6pp |
| Employer contribution / active EE | $2,032 | $3,132-35.1% | $2,840-28.4% | $4,876-58.3% |
| Participant deferral / active EE | $2,032 | $3,972-48.9% | $3,609-43.7% | $5,439-62.6% |
| Admin fee / account holder | $19 | $5,711-99.7% | $4,906-99.6% | $10,885-99.8% |