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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 | $42,289 | $92,766-54.4% | $82,763-48.9% | $134,545-68.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | 776.71% | 946.97%-170.3pp | 702.45%+74.3pp | 418.37%+358.3pp |
| Employer contribution / active EE | $377 | $3,273-88.5% | $3,008-87.5% | $4,742-92.0% |
| Participant deferral / active EE | $7,063 | $4,802+47.1% | $4,395+60.7% | $6,401+10.3% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |