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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 | $36,631 | $180,749-79.7% | $160,784-77.2% | $137,256-73.3% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 24.92% | 2234.46%-2209.5pp | 1803.92%-1779.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,178 | $4,155-71.7% | $3,733-68.5% | $4,156-71.7% |
| Participant deferral / active EE | $3,879 | $6,844-43.3% | $6,293-38.4% | $6,407-39.5% |
| Admin fee / account holder | $18 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |