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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 | $18,281 | $72,071-74.6% | $68,368-73.3% | $137,256-86.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 14.62% | 353.14%-338.5pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,084 | $2,788-61.1% | $2,649-59.1% | $4,156-73.9% |
| Participant deferral / active EE | $2,771 | $4,410-37.2% | $4,123-32.8% | $6,407-56.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |