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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 | $12,827 | $123,859-89.6% | $69,632-81.6% | $145,897-91.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.4%-3.9pp | 80.3%-17.8pp |
| Annual return | 13.69% | 192.49%-178.8pp | 101.32%-87.6pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,307 | $2,673-51.1% | $1,708-23.5% | $4,663-72.0% |
| Participant deferral / active EE | $1,779 | $4,242-58.1% | $2,889-38.4% | $6,689-73.4% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |