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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 | $5,915 | $167,030-96.5% | $135,768-95.6% | $155,188-96.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 29.54% | 678.39%-648.9pp | 526.10%-496.6pp | 148.84%-119.3pp |
| Employer contribution / active EE | $875 | $4,132-78.8% | $3,394-74.2% | $4,248-79.4% |
| Participant deferral / active EE | $875 | $4,528-80.7% | $3,977-78.0% | $6,531-86.6% |
| Admin fee / account holder | $11 | $8,172-99.9% | $7,048-99.9% | $14,480-99.9% |