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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 | $46,874 | $81,749-42.7% | $58,544-19.9% | $139,456-66.4% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 24.83% | 7425.45%-7400.6pp | 4249.56%-4224.7pp | 373.45%-348.6pp |
| Employer contribution / active EE | $47 | $1,398-96.6% | $1,053-95.5% | $4,753-99.0% |
| Participant deferral / active EE | $432 | $2,555-83.1% | $1,923-77.6% | $6,711-93.6% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |