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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 | $31,842 | $169,356-81.2% | $129,406-75.4% | $145,897-78.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 14.23% | 14418.62%-14404.4pp | 9468.18%-9453.9pp | 552.29%-538.1pp |
| Employer contribution / active EE | $412 | $5,542-92.6% | $4,155-90.1% | $4,663-91.2% |
| Participant deferral / active EE | $2,729 | $4,987-45.3% | $4,167-34.5% | $6,689-59.2% |
| Admin fee / account holder | $210 | $9,915-97.9% | $7,689-97.3% | $13,390-98.4% |