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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 | $61,197 | $169,237-63.8% | $129,339-52.7% | $145,978-58.1% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.3pp | 80.3%-27.9pp |
| Annual return | 13.21% | 14364.43%-14351.2pp | 9437.05%-9423.8pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,744 | $5,540-68.5% | $4,154-58.0% | $4,662-62.6% |
| Participant deferral / active EE | $3,355 | $4,991-32.8% | $4,170-19.5% | $6,690-49.8% |
| Admin fee / account holder | $1 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |