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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 | $72,403-74.2% | $67,524-72.3% | $145,978-87.2% |
| Participation rate | 47.6% | 76.9%-29.3pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 18.70% | 7197.23%-7178.5pp | 3519.41%-3500.7pp | 550.52%-531.8pp |
| Employer contribution / active EE | $829 | $3,072-73.0% | $2,734-69.7% | $4,662-82.2% |
| Participant deferral / active EE | $970 | $4,782-79.7% | $4,001-75.7% | $6,690-85.5% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |