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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 | $8,419 | $96,388-91.3% | $80,627-89.6% | $139,466-94.0% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 36.63% | 1352.08%-1315.4pp | 936.76%-900.1pp | 373.66%-337.0pp |
| Employer contribution / active EE | $993 | $3,260-69.5% | $2,723-63.5% | $4,754-79.1% |
| Participant deferral / active EE | $1,807 | $5,224-65.4% | $4,443-59.3% | $6,712-73.1% |
| Admin fee / account holder | $4 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |