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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 | $33,214 | $76,368-56.5% | $67,681-50.9% | $154,746-78.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.23% | 1066.77%-1051.5pp | 590.58%-575.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,372 | $3,151-56.5% | $2,678-48.8% | $4,379-68.7% |
| Participant deferral / active EE | $2,863 | $4,824-40.6% | $3,976-28.0% | $6,730-57.5% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |