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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 | $88,702-32.0% | $81,780-26.2% | $145,978-58.7% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 17.61% | 1029.12%-1011.5pp | 776.27%-758.7pp | 550.52%-532.9pp |
| Employer contribution / active EE | $455 | $3,084-85.2% | $2,914-84.4% | $4,662-90.2% |
| Participant deferral / active EE | $3,813 | $4,645-17.9% | $4,321-11.8% | $6,690-43.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |