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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 | $19,313 | $154,754-87.5% | $124,206-84.5% | $138,895-86.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 13.76% | 709.28%-695.5pp | 515.27%-501.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $673 | $4,446-84.9% | $3,540-81.0% | $4,194-84.0% |
| Participant deferral / active EE | $708 | $4,621-84.7% | $3,968-82.1% | $6,396-88.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |