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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 | $169,161-92.4% | $129,295-90.0% | $145,959-91.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 15.80% | 14348.07%-14332.3pp | 9429.28%-9413.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,240 | $5,543-77.6% | $4,157-70.2% | $4,661-73.4% |
| Participant deferral / active EE | $1,240 | $4,989-75.2% | $4,169-70.3% | $6,689-81.5% |
| Admin fee / account holder | $17 | $9,878-99.8% | $7,665-99.8% | $13,398-99.9% |