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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 | $68,980 | $169,237-59.2% | $129,339-46.7% | $145,978-52.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 15.44% | 14364.43%-14349.0pp | 9437.05%-9421.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $286 | $5,540-94.8% | $4,154-93.1% | $4,662-93.9% |
| Participant deferral / active EE | $5,397 | $4,991+8.1% | $4,170+29.4% | $6,690-19.3% |
| Admin fee / account holder | $26 | $9,882-99.7% | $7,668-99.7% | $13,400-99.8% |