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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 | $76,703 | $169,336-54.7% | $129,384-40.7% | $145,884-47.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 18.59% | 14408.70%-14390.1pp | 9461.77%-9443.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $472 | $5,540-91.5% | $4,153-88.6% | $4,662-89.9% |
| Participant deferral / active EE | $752 | $4,985-84.9% | $4,166-81.9% | $6,690-88.8% |
| Admin fee / account holder | $112 | $9,912-98.9% | $7,686-98.5% | $13,392-99.2% |