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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 | $72,396-72.7% | $67,511-70.7% | $145,959-86.4% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.3pp | 80.3%-18.7pp |
| Annual return | 14.49% | 7194.07%-7179.6pp | 3517.41%-3502.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,501 | $3,071-51.1% | $2,733-45.1% | $4,661-67.8% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |