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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 | $29,438 | $169,336-82.6% | $129,384-77.2% | $145,884-79.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 13.40% | 14408.70%-14395.3pp | 9461.77%-9448.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,445 | $5,540-73.9% | $4,153-65.2% | $4,662-69.0% |
| Participant deferral / active EE | $3,858 | $4,985-22.6% | $4,166-7.4% | $6,690-42.3% |
| Admin fee / account holder | $53 | $9,912-99.5% | $7,686-99.3% | $13,392-99.6% |