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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 | $19,797 | $72,426-72.7% | $67,560-70.7% | $145,897-86.4% |
| Participation rate | 61.5% | 76.9%-15.4pp | 72.9%-11.4pp | 80.3%-18.8pp |
| Annual return | 14.49% | 7226.78%-7212.3pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,501 | $3,074-51.2% | $2,737-45.2% | $4,663-67.8% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |