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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 | $19,240 | $72,426-73.4% | $67,560-71.5% | $145,897-86.8% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | 12.69% | 7226.78%-7214.1pp | 3533.50%-3520.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $915 | $3,074-70.2% | $2,737-66.5% | $4,663-80.4% |
| Participant deferral / active EE | $1,136 | $4,785-76.2% | $4,004-71.6% | $6,689-83.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |