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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 | $9,979 | $72,403-86.2% | $67,524-85.2% | $145,978-93.2% |
| Participation rate | 57.9% | 76.9%-19.0pp | 72.9%-15.0pp | 80.3%-22.4pp |
| Annual return | 13.56% | 7197.23%-7183.7pp | 3519.41%-3505.9pp | 550.52%-537.0pp |
| Employer contribution / active EE | $368 | $3,072-88.0% | $2,734-86.5% | $4,662-92.1% |
| Participant deferral / active EE | $1,037 | $4,782-78.3% | $4,001-74.1% | $6,690-84.5% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |