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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 | $48,376 | $88,702-45.5% | $81,780-40.8% | $145,978-66.9% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 15.60% | 1029.12%-1013.5pp | 776.27%-760.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $914 | $3,084-70.4% | $2,914-68.6% | $4,662-80.4% |
| Participant deferral / active EE | $914 | $4,645-80.3% | $4,321-78.8% | $6,690-86.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |