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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 | $15,256 | $55,423-72.5% | $155,602-90.2% | $74,400-79.5% |
| Participation rate | 44.3% | 61.9%-17.5pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 17.39% | 269.07%-251.7pp | 64.81%-47.4pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $603 | $2,266-73.4% | $4,675-87.1% | $2,624-77.0% |
| Participant deferral / active EE | $2,010 | $2,835-29.1% | $5,629-64.3% | $4,348-53.8% |
| Admin fee / account holder | $214 | $1,744-87.7% | $15,923-98.7% | $1,944-89.0% |