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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 | $17,307 | $169,336-89.8% | $129,384-86.6% | $145,884-88.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.52% | 14408.70%-14393.2pp | 9461.77%-9446.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $647 | $5,540-88.3% | $4,153-84.4% | $4,662-86.1% |
| Participant deferral / active EE | $2,590 | $4,985-48.1% | $4,166-37.8% | $6,690-61.3% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |