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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 | $56,467 | $72,446-22.1% | $67,561-16.4% | $145,877-61.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 15.12% | 7211.98%-7196.9pp | 3525.44%-3510.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,383 | $3,072-22.4% | $2,735-12.9% | $4,663-48.9% |
| Participant deferral / active EE | $3,231 | $4,785-32.5% | $4,003-19.3% | $6,691-51.7% |
| Admin fee / account holder | $104 | $5,541-98.1% | $4,006-97.4% | $13,402-99.2% |