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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 | $96,837 | $180,749-46.4% | $160,784-39.8% | $137,256-29.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 23.09% | 2234.46%-2211.4pp | 1803.92%-1780.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $531 | $4,155-87.2% | $3,733-85.8% | $4,156-87.2% |
| Participant deferral / active EE | $11,750 | $6,844+71.7% | $6,293+86.7% | $6,407+83.4% |
| Admin fee / account holder | $198 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |