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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 | $11,374 | $99,644-88.6% | $86,438-86.8% | $134,532-91.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 287.98% | 6787.26%-6499.3pp | 4397.19%-4109.2pp | 418.27%-130.3pp |
| Employer contribution / active EE | $1,276 | $4,402-71.0% | $3,769-66.1% | $4,741-73.1% |
| Participant deferral / active EE | $2,434 | $7,247-66.4% | $6,952-65.0% | $6,401-62.0% |
| Admin fee / account holder | $8 | $8,375-99.9% | $6,733-99.9% | $11,429-99.9% |