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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 | $16,574 | $72,446-77.1% | $67,561-75.5% | $145,877-88.6% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.4pp | 80.3%-18.8pp |
| Annual return | 15.04% | 7211.98%-7196.9pp | 3525.44%-3510.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,460 | $3,072-52.5% | $2,735-46.6% | $4,663-68.7% |
| Participant deferral / active EE | $1,939 | $4,785-59.5% | $4,003-51.6% | $6,691-71.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |