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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 | $18,707 | $72,426-74.2% | $67,560-72.3% | $145,897-87.2% |
| Participation rate | 47.6% | 76.9%-29.3pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 18.70% | 7226.78%-7208.1pp | 3533.50%-3514.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $829 | $3,074-73.0% | $2,737-69.7% | $4,663-82.2% |
| Participant deferral / active EE | $970 | $4,785-79.7% | $4,004-75.8% | $6,689-85.5% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |