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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 | $48,170 | $99,011-51.3% | $86,582-44.4% | $147,586-67.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 9.41% | 1312.75%-1303.3pp | 965.08%-955.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $794 | $3,132-74.7% | $2,839-72.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,415 | $3,972-39.2% | $3,609-33.1% | $5,439-55.6% |
| Admin fee / account holder | $258 | $5,709-95.5% | $4,904-94.7% | $10,886-97.6% |