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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 | $18,280 | $99,011-81.5% | $86,582-78.9% | $147,586-87.6% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 18.42% | 1312.75%-1294.3pp | 965.08%-946.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $495 | $3,132-84.2% | $2,839-82.6% | $4,876-89.8% |
| Participant deferral / active EE | $1,656 | $3,972-58.3% | $3,609-54.1% | $5,439-69.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |