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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 | $53,942 | $169,356-68.1% | $129,406-58.3% | $145,897-63.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 14.49% | 14418.62%-14404.1pp | 9468.18%-9453.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $995 | $5,542-82.0% | $4,155-76.1% | $4,663-78.7% |
| Participant deferral / active EE | $1,391 | $4,987-72.1% | $4,167-66.6% | $6,689-79.2% |
| Admin fee / account holder | $24 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |