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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 | $8,171 | $169,356-95.2% | $129,406-93.7% | $145,897-94.4% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 34.48% | 14418.62%-14384.1pp | 9468.18%-9433.7pp | 552.29%-517.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $668 | $4,987-86.6% | $4,167-84.0% | $6,689-90.0% |
| Admin fee / account holder | $23 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |