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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 | $72,465-69.2% | $67,575-67.0% | $145,884-84.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.72% | 7222.56%-7207.8pp | 3528.98%-3514.3pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,910 | $3,074-37.9% | $2,736-30.2% | $4,662-59.0% |
| Participant deferral / active EE | $2,387 | $4,786-50.1% | $4,003-40.4% | $6,690-64.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |