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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 | $48,085 | $99,011-51.4% | $86,582-44.5% | $147,586-67.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.77% | 1312.75%-1297.0pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,841 | $3,132-41.2% | $2,839-35.2% | $4,876-62.2% |
| Participant deferral / active EE | $2,302 | $3,972-42.1% | $3,609-36.2% | $5,439-57.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |