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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 | $100,895-24.2% | $90,430-15.4% | $158,950-51.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.72% | 1725.54%-1711.8pp | 1293.73%-1280.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $416 | $3,689-88.7% | $3,262-87.2% | $4,762-91.3% |
| Participant deferral / active EE | $1,962 | $4,347-54.9% | $3,963-50.5% | $5,983-67.2% |
| Admin fee / account holder | $86 | $6,505-98.7% | $5,613-98.5% | $11,248-99.2% |