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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 | $71,940 | $169,356-57.5% | $129,406-44.4% | $145,897-50.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.19% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,305 | $5,542-58.4% | $4,155-44.5% | $4,663-50.6% |
| Participant deferral / active EE | $8,929 | $4,987+79.1% | $4,167+114.3% | $6,689+33.5% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |