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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 | $12,431 | $149,040-91.7% | $120,225-89.7% | $137,256-90.9% |
| Participation rate | 26.3% | 75.4%-49.1pp | 69.6%-43.3pp | 80.0%-53.6pp |
| Annual return | 25.37% | 605.68%-580.3pp | 439.23%-413.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $635 | $4,350-85.4% | $3,475-81.7% | $4,156-84.7% |
| Participant deferral / active EE | $879 | $4,655-81.1% | $3,999-78.0% | $6,407-86.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |