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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 | $26,860 | $169,336-84.1% | $129,384-79.2% | $145,884-81.6% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 30.42% | 14408.70%-14378.3pp | 9461.77%-9431.4pp | 551.85%-521.4pp |
| Employer contribution / active EE | $354 | $5,540-93.6% | $4,153-91.5% | $4,662-92.4% |
| Participant deferral / active EE | $743 | $4,985-85.1% | $4,166-82.2% | $6,690-88.9% |
| Admin fee / account holder | $289 | $9,912-97.1% | $7,686-96.2% | $13,392-97.8% |