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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 | $15,715 | $72,426-78.3% | $67,560-76.7% | $145,897-89.2% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.8pp | 80.3%-28.1pp |
| Annual return | 18.88% | 7226.78%-7207.9pp | 3533.50%-3514.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $792 | $3,074-74.2% | $2,737-71.1% | $4,663-83.0% |
| Participant deferral / active EE | $1,935 | $4,785-59.6% | $4,004-51.7% | $6,689-71.1% |
| Admin fee / account holder | $108 | $5,514-98.0% | $3,994-97.3% | $13,390-99.2% |