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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 | $12,867 | $169,356-92.4% | $129,406-90.1% | $145,897-91.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 15.80% | 14418.62%-14402.8pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,240 | $5,542-77.6% | $4,155-70.2% | $4,663-73.4% |
| Participant deferral / active EE | $1,240 | $4,987-75.1% | $4,167-70.3% | $6,689-81.5% |
| Admin fee / account holder | $17 | $9,915-99.8% | $7,689-99.8% | $13,390-99.9% |