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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 | $93,355 | $169,336-44.9% | $129,384-27.8% | $145,884-36.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 10.83% | 14408.70%-14397.9pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $810 | $5,540-85.4% | $4,153-80.5% | $4,662-82.6% |
| Participant deferral / active EE | $5,733 | $4,985+15.0% | $4,166+37.6% | $6,690-14.3% |
| Admin fee / account holder | $38 | $9,912-99.6% | $7,686-99.5% | $13,392-99.7% |