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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 | $47,901 | $99,011-51.6% | $86,582-44.7% | $147,586-67.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 10.92% | 1312.75%-1301.8pp | 965.08%-954.2pp | 578.59%-567.7pp |
| Employer contribution / active EE | $944 | $3,132-69.9% | $2,839-66.8% | $4,876-80.7% |
| Participant deferral / active EE | $7,338 | $3,972+84.7% | $3,609+103.3% | $5,439+34.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |