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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 | $9,193 | $76,522-88.0% | $56,033-83.6% | $145,884-93.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 18.51% | 3014.28%-2995.8pp | 1711.38%-1692.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $912 | $1,382-34.0% | $1,041-12.4% | $4,662-80.4% |
| Participant deferral / active EE | $1,140 | $2,624-56.6% | $1,954-41.7% | $6,690-83.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |