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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 | $169,361-92.4% | $129,397-90.1% | $145,877-91.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 15.80% | 14395.54%-14379.7pp | 9453.98%-9438.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,240 | $5,542-77.6% | $4,154-70.2% | $4,663-73.4% |
| Participant deferral / active EE | $1,240 | $4,987-75.1% | $4,167-70.3% | $6,691-81.5% |
| Admin fee / account holder | $17 | $9,903-99.8% | $7,679-99.8% | $13,402-99.9% |