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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 | $19,619 | $90,530-78.3% | $76,030-74.2% | $145,897-86.6% |
| Participation rate | 69.6% | 74.4%-4.9pp | 69.1%+0.5pp | 80.3%-10.7pp |
| Annual return | 17.04% | 625.08%-608.0pp | 361.54%-344.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $941 | $3,319-71.6% | $2,688-65.0% | $4,663-79.8% |
| Participant deferral / active EE | $4,873 | $5,164-5.6% | $4,257+14.5% | $6,689-27.1% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |