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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 | $14,075 | $99,647-85.9% | $86,439-83.7% | $134,509-89.5% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | 4.54% | 6784.13%-6779.6pp | 4395.55%-4391.0pp | 418.13%-413.6pp |
| Employer contribution / active EE | $1,736 | $4,401-60.5% | $3,769-53.9% | $4,741-63.4% |
| Participant deferral / active EE | $2,506 | $7,246-65.4% | $6,952-64.0% | $6,400-60.9% |
| Admin fee / account holder | $130 | $8,373-98.4% | $6,732-98.1% | $11,427-98.9% |