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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 | $18,890 | $169,361-88.8% | $129,397-85.4% | $145,877-87.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.71% | 14395.54%-14384.8pp | 9453.98%-9443.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $683 | $5,542-87.7% | $4,154-83.6% | $4,663-85.4% |
| Participant deferral / active EE | $813 | $4,987-83.7% | $4,167-80.5% | $6,691-87.8% |
| Admin fee / account holder | $122 | $9,903-98.8% | $7,679-98.4% | $13,402-99.1% |