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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 | $73,603 | $169,356-56.5% | $129,406-43.1% | $145,897-49.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 12.19% | 14418.62%-14406.4pp | 9468.18%-9456.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $851 | $5,542-84.6% | $4,155-79.5% | $4,663-81.8% |
| Participant deferral / active EE | $3,039 | $4,987-39.1% | $4,167-27.1% | $6,689-54.6% |
| Admin fee / account holder | $136 | $9,915-98.6% | $7,689-98.2% | $13,390-99.0% |