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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 | $47,182 | $72,403-34.8% | $67,524-30.1% | $145,978-67.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 17.43% | 7197.23%-7179.8pp | 3519.41%-3502.0pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,130 | $3,072-63.2% | $2,734-58.7% | $4,662-75.8% |
| Participant deferral / active EE | $1,130 | $4,782-76.4% | $4,001-71.8% | $6,690-83.1% |
| Admin fee / account holder | $295 | $5,541-94.7% | $4,001-92.6% | $13,400-97.8% |