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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 | $9,056 | $88,754-89.8% | $81,820-88.9% | $145,877-93.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.52% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $953 | $3,085-69.1% | $2,915-67.3% | $4,663-79.6% |
| Participant deferral / active EE | $1,339 | $4,648-71.2% | $4,323-69.0% | $6,691-80.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |