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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 | $29,980 | $176,105-83.0% | $159,474-81.2% | $167,536-82.1% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 5031.36% | 331.91%+4699.4pp | 263.68%+4767.7pp | 478.82%+4552.5pp |
| Employer contribution / active EE | $1,987 | $5,299-62.5% | $4,831-58.9% | $4,839-58.9% |
| Participant deferral / active EE | $4,529 | $7,751-41.6% | $7,353-38.4% | $6,342-28.6% |
| Admin fee / account holder | $104 | $12,559-99.2% | $10,802-99.0% | $12,315-99.2% |