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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 | $169,237-83.7% | $129,339-78.6% | $145,978-81.1% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.3pp | 80.3%-27.9pp |
| Annual return | 10.57% | 14364.43%-14353.9pp | 9437.05%-9426.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $684 | $5,540-87.6% | $4,154-83.5% | $4,662-85.3% |
| Participant deferral / active EE | $1,463 | $4,991-70.7% | $4,170-64.9% | $6,690-78.1% |
| Admin fee / account holder | $229 | $9,882-97.7% | $7,668-97.0% | $13,400-98.3% |