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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 | $39,399 | $102,595-61.6% | $94,057-58.1% | $154,746-74.5% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 24.41% | 583.42%-559.0pp | 480.62%-456.2pp | 172.34%-147.9pp |
| Employer contribution / active EE | $958 | $3,147-69.6% | $2,933-67.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,433 | $5,118-72.0% | $4,709-69.6% | $6,730-78.7% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |