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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 | $45,280 | $99,031-54.3% | $86,597-47.7% | $147,585-69.3% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | 22.09% | 1312.56%-1290.5pp | 964.96%-942.9pp | 578.57%-556.5pp |
| Employer contribution / active EE | $297 | $3,132-90.5% | $2,840-89.5% | $4,876-93.9% |
| Participant deferral / active EE | $2,571 | $3,972-35.3% | $3,609-28.7% | $5,439-52.7% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |