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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 | $45,303 | $169,336-73.2% | $129,384-65.0% | $145,884-68.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 16.85% | 14408.70%-14391.9pp | 9461.77%-9444.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $810 | $5,540-85.4% | $4,153-80.5% | $4,662-82.6% |
| Participant deferral / active EE | $1,736 | $4,985-65.2% | $4,166-58.3% | $6,690-74.1% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |