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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 | $54,051 | $155,833-65.3% | $124,693-56.7% | $167,518-67.7% |
| Participation rate | 27.3% | 81.1%-53.8pp | 74.6%-47.3pp | 82.1%-54.8pp |
| Annual return | 16.82% | 17.98%-1.2pp | 5144.19%-5127.4pp | 478.71%-461.9pp |
| Employer contribution / active EE | $897 | $4,164-78.5% | $3,324-73.0% | $4,838-81.5% |
| Participant deferral / active EE | $2,247 | $5,675-60.4% | $4,615-51.3% | $6,342-64.6% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |