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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 | $17,233 | $72,426-76.2% | $67,560-74.5% | $145,897-88.2% |
| Participation rate | 57.1% | 76.9%-19.8pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 17.24% | 7226.78%-7209.5pp | 3533.50%-3516.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $934 | $3,074-69.6% | $2,737-65.9% | $4,663-80.0% |
| Participant deferral / active EE | $2,544 | $4,785-46.8% | $4,004-36.5% | $6,689-62.0% |
| Admin fee / account holder | $20 | $5,514-99.6% | $3,994-99.5% | $13,390-99.9% |