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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 | $33,634 | $124,175-72.9% | $108,405-69.0% | $167,553-79.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 18.65% | 1380.13%-1361.5pp | 905.55%-886.9pp | 478.89%-460.2pp |
| Employer contribution / active EE | $827 | $4,188-80.2% | $3,559-76.8% | $4,840-82.9% |
| Participant deferral / active EE | $8,820 | $6,908+27.7% | $6,563+34.4% | $6,343+39.1% |
| Admin fee / account holder | $6 | $9,457-99.9% | $7,297-99.9% | $12,316-100.0% |