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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 | $25,069 | $169,356-85.2% | $129,406-80.6% | $145,897-82.8% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 22.55% | 14418.62%-14396.1pp | 9468.18%-9445.6pp | 552.29%-529.7pp |
| Employer contribution / active EE | $575 | $5,542-89.6% | $4,155-86.2% | $4,663-87.7% |
| Participant deferral / active EE | $752 | $4,987-84.9% | $4,167-82.0% | $6,689-88.8% |
| Admin fee / account holder | $148 | $9,915-98.5% | $7,689-98.1% | $13,390-98.9% |