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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 | $8,763 | $88,710-90.1% | $81,783-89.3% | $145,959-94.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.10% | 1027.26%-1005.2pp | 775.05%-753.0pp | 561.95%-539.9pp |
| Employer contribution / active EE | $552 | $3,083-82.1% | $2,913-81.1% | $4,661-88.2% |
| Participant deferral / active EE | $1,518 | $4,645-67.3% | $4,320-64.9% | $6,689-77.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |