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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 | $71,925 | $56,197+28.0% | $67,652+6.3% | $59,633+20.6% |
| Participation rate | 38.9% | 71.5%-32.6pp | 75.7%-36.8pp | 68.7%-29.8pp |
| Annual return | 10.51% | 18508.10%-18497.6pp | 6625.40%-6614.9pp | 2041.45%-2030.9pp |
| Employer contribution / active EE | $903 | $1,615-44.1% | $2,266-60.2% | $2,203-59.0% |
| Participant deferral / active EE | $3,178 | $2,844+11.8% | $3,560-10.7% | $3,192-0.4% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |