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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 | $169,237-85.8% | $129,339-81.4% | $145,978-83.5% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.6%-25.2pp | 80.3%-35.8pp |
| Annual return | 22.00% | 14364.43%-14342.4pp | 9437.05%-9415.0pp | 550.52%-528.5pp |
| Employer contribution / active EE | $764 | $5,540-86.2% | $4,154-81.6% | $4,662-83.6% |
| Participant deferral / active EE | $2,944 | $4,991-41.0% | $4,170-29.4% | $6,690-56.0% |
| Admin fee / account holder | $36 | $9,882-99.6% | $7,668-99.5% | $13,400-99.7% |