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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 | $34,987 | $88,815-60.6% | $81,882-57.3% | $145,897-76.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 17.26% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $429 | $3,086-86.1% | $2,916-85.3% | $4,663-90.8% |
| Participant deferral / active EE | $6,365 | $4,647+37.0% | $4,323+47.2% | $6,689-4.8% |
| Admin fee / account holder | $7 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |