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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 | $26,175 | $202,440-87.1% | $169,390-84.5% | $139,466-81.2% |
| Participation rate | 44.4% | 81.1%-36.7pp | 77.2%-32.7pp | 80.3%-35.9pp |
| Annual return | 16.72% | 532.36%-515.6pp | 406.07%-389.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $929 | $4,693-80.2% | $4,013-76.8% | $4,754-80.5% |
| Participant deferral / active EE | $1,279 | $6,940-81.6% | $6,222-79.5% | $6,712-80.9% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |