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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 | $8,377 | $96,388-91.3% | $80,627-89.6% | $139,466-94.0% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 25.52% | 1352.08%-1326.6pp | 936.76%-911.2pp | 373.66%-348.1pp |
| Employer contribution / active EE | $869 | $3,260-73.3% | $2,723-68.1% | $4,754-81.7% |
| Participant deferral / active EE | $1,973 | $5,224-62.2% | $4,443-55.6% | $6,712-70.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |