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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 | $19,154 | $88,815-78.4% | $81,882-76.6% | $145,897-86.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.06% | 1033.75%-1015.7pp | 779.47%-761.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,625 | $3,086-47.3% | $2,916-44.3% | $4,663-65.1% |
| Participant deferral / active EE | $1,625 | $4,647-65.0% | $4,323-62.4% | $6,689-75.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |