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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 | $41,767 | $169,161-75.3% | $129,295-67.7% | $145,959-71.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.44% | 14348.07%-14338.6pp | 9429.28%-9419.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,248 | $4,989+25.2% | $4,169+49.9% | $6,689-6.6% |
| Admin fee / account holder | $66 | $9,878-99.3% | $7,665-99.1% | $13,398-99.5% |