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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 | $18,572 | $72,426-74.4% | $67,560-72.5% | $145,897-87.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 11.70% | 7226.78%-7215.1pp | 3533.50%-3521.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,049 | $3,074-65.9% | $2,737-61.7% | $4,663-77.5% |
| Participant deferral / active EE | $870 | $4,785-81.8% | $4,004-78.3% | $6,689-87.0% |
| Admin fee / account holder | $168 | $5,514-96.9% | $3,994-95.8% | $13,390-98.7% |