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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 | $31,377 | $227,633-86.2% | $189,597-83.5% | $167,553-81.3% |
| Participation rate | 68.8% | 82.5%-13.8pp | 78.4%-9.7pp | 82.1%-13.4pp |
| Annual return | 9.38% | 78.45%-69.1pp | 64.20%-54.8pp | 478.89%-469.5pp |
| Employer contribution / active EE | $993 | $5,317-81.3% | $4,412-77.5% | $4,840-79.5% |
| Participant deferral / active EE | $4,559 | $7,003-34.9% | $6,174-26.2% | $6,343-28.1% |
| Admin fee / account holder | $4 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |