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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 | $27,626 | $169,161-83.7% | $129,295-78.6% | $145,959-81.1% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.2pp | 80.3%-27.9pp |
| Annual return | 10.57% | 14348.07%-14337.5pp | 9429.28%-9418.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $684 | $5,543-87.7% | $4,157-83.5% | $4,661-85.3% |
| Participant deferral / active EE | $1,463 | $4,989-70.7% | $4,169-64.9% | $6,689-78.1% |
| Admin fee / account holder | $229 | $9,878-97.7% | $7,665-97.0% | $13,398-98.3% |