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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 | $46,242 | $169,161-72.7% | $129,295-64.2% | $145,959-68.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 15.45% | 14348.07%-14332.6pp | 9429.28%-9413.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $975 | $5,543-82.4% | $4,157-76.5% | $4,661-79.1% |
| Participant deferral / active EE | $3,256 | $4,989-34.7% | $4,169-21.9% | $6,689-51.3% |
| Admin fee / account holder | $10 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |