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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 | $49,031 | $150,445-67.4% | $136,297-64.0% | $147,585-66.8% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 17.70% | 1049.14%-1031.4pp | 5156.16%-5138.5pp | 578.57%-560.9pp |
| Employer contribution / active EE | $1,287 | $5,256-75.5% | $4,696-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $6,687 | $6,631+0.9% | $6,247+7.0% | $5,439+23.0% |
| Admin fee / account holder | $227 | $10,906-97.9% | $9,244-97.5% | $10,885-97.9% |