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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 | $43,047 | $81,763-47.4% | $58,561-26.5% | $139,466-69.1% |
| Participation rate | 13.6% | 61.3%-47.7pp | 50.9%-37.2pp | 80.3%-66.7pp |
| Annual return | 18.36% | 7427.77%-7409.4pp | 4251.33%-4233.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $417 | $1,398-70.2% | $1,053-60.4% | $4,754-91.2% |
| Participant deferral / active EE | $1,292 | $2,555-49.4% | $1,923-32.8% | $6,712-80.7% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |