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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 | $51,195 | $154,754-66.9% | $124,206-58.8% | $138,895-63.1% |
| Participation rate | 8.3% | 75.5%-67.1pp | 69.6%-61.2pp | 79.9%-71.6pp |
| Annual return | 15.01% | 709.28%-694.3pp | 515.27%-500.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $346 | $4,446-92.2% | $3,540-90.2% | $4,194-91.7% |
| Participant deferral / active EE | $519 | $4,621-88.8% | $3,968-86.9% | $6,396-91.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |