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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 | $22,327 | $72,396-69.2% | $67,511-66.9% | $145,959-84.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.72% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,910 | $3,071-37.8% | $2,733-30.1% | $4,661-59.0% |
| Participant deferral / active EE | $2,387 | $4,781-50.1% | $4,000-40.3% | $6,689-64.3% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |