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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 | $17,684 | $156,963-88.7% | $121,204-85.4% | $139,466-87.3% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.5%-26.1pp | 80.3%-36.9pp |
| Annual return | 22.87% | 1476.75%-1453.9pp | 987.18%-964.3pp | 373.66%-350.8pp |
| Employer contribution / active EE | $505 | $5,544-90.9% | $4,170-87.9% | $4,754-89.4% |
| Participant deferral / active EE | $836 | $4,848-82.8% | $4,083-79.5% | $6,712-87.5% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |