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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 | $16,327 | $72,426-77.5% | $67,560-75.8% | $145,897-88.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 19.54% | 7226.78%-7207.2pp | 3533.50%-3514.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $2,798 | $3,074-9.0% | $2,737+2.3% | $4,663-40.0% |
| Participant deferral / active EE | $2,844 | $4,785-40.6% | $4,004-29.0% | $6,689-57.5% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |