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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 | $18,134 | $169,336-89.3% | $129,384-86.0% | $145,884-87.6% |
| Participation rate | 45.0% | 76.5%-31.5pp | 69.6%-24.6pp | 80.3%-35.3pp |
| Annual return | 11.43% | 14408.70%-14397.3pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $298 | $5,540-94.6% | $4,153-92.8% | $4,662-93.6% |
| Participant deferral / active EE | $1,488 | $4,985-70.2% | $4,166-64.3% | $6,690-77.8% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |