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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 | $88,778-60.6% | $81,844-57.3% | $145,884-76.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 17.26% | 1033.03%-1015.8pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $429 | $3,087-86.1% | $2,916-85.3% | $4,662-90.8% |
| Participant deferral / active EE | $6,365 | $4,648+36.9% | $4,323+47.2% | $6,690-4.9% |
| Admin fee / account holder | $7 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |