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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 | $92,675 | $88,778+4.4% | $81,844+13.2% | $145,884-36.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 10.81% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $400 | $3,087-87.0% | $2,916-86.3% | $4,662-91.4% |
| Participant deferral / active EE | $800 | $4,648-82.8% | $4,323-81.5% | $6,690-88.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |