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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 | $36,398 | $169,237-78.5% | $129,339-71.9% | $145,978-75.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.33% | 14364.43%-14354.1pp | 9437.05%-9426.7pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,200 | $5,540-78.3% | $4,154-71.1% | $4,662-74.3% |
| Participant deferral / active EE | $1,200 | $4,991-76.0% | $4,170-71.2% | $6,690-82.1% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |