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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 | $22,262 | $88,778-74.9% | $81,844-72.8% | $145,884-84.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 14.42% | 1033.03%-1018.6pp | 778.87%-764.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $717 | $3,087-76.8% | $2,916-75.4% | $4,662-84.6% |
| Participant deferral / active EE | $932 | $4,648-80.0% | $4,323-78.4% | $6,690-86.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |