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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 | $24,104 | $169,336-85.8% | $129,384-81.4% | $145,884-83.5% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.6%-25.2pp | 80.3%-35.9pp |
| Annual return | 22.00% | 14408.70%-14386.7pp | 9461.77%-9439.8pp | 551.85%-529.8pp |
| Employer contribution / active EE | $764 | $5,540-86.2% | $4,153-81.6% | $4,662-83.6% |
| Participant deferral / active EE | $2,944 | $4,985-41.0% | $4,166-29.3% | $6,690-56.0% |
| Admin fee / account holder | $36 | $9,912-99.6% | $7,686-99.5% | $13,392-99.7% |