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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 | $88,754-45.5% | $81,820-40.9% | $145,877-66.8% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 15.60% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $914 | $3,085-70.4% | $2,915-68.6% | $4,663-80.4% |
| Participant deferral / active EE | $914 | $4,648-80.3% | $4,323-78.8% | $6,691-86.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |