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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 | $76,494 | $100,911-24.2% | $90,440-15.4% | $158,966-51.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.72% | 1726.62%-1712.9pp | 1294.38%-1280.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $416 | $3,690-88.7% | $3,263-87.2% | $4,762-91.3% |
| Participant deferral / active EE | $1,962 | $4,348-54.9% | $3,964-50.5% | $5,983-67.2% |
| Admin fee / account holder | $86 | $6,507-98.7% | $5,615-98.5% | $11,250-99.2% |