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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 | $21,518 | $99,011-78.3% | $86,582-75.1% | $147,586-85.4% |
| Participation rate | 47.1% | 76.3%-29.3pp | 73.5%-26.5pp | 82.8%-35.8pp |
| Annual return | 17.15% | 1312.75%-1295.6pp | 965.08%-947.9pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,745 | $3,132-44.3% | $2,839-38.5% | $4,876-64.2% |
| Participant deferral / active EE | $2,402 | $3,972-39.5% | $3,609-33.4% | $5,439-55.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |