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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 | $60,355 | $88,778-32.0% | $81,844-26.3% | $145,884-58.6% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 17.61% | 1033.03%-1015.4pp | 778.87%-761.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $455 | $3,087-85.3% | $2,916-84.4% | $4,662-90.2% |
| Participant deferral / active EE | $3,813 | $4,648-18.0% | $4,323-11.8% | $6,690-43.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |