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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 | $19,499 | $176,688-89.0% | $130,660-85.1% | $152,897-87.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 28.32% | 2693.08%-2664.8pp | 1709.29%-1681.0pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,321 | $5,743-77.0% | $4,092-67.7% | $4,764-72.3% |
| Participant deferral / active EE | $1,650 | $4,362-62.2% | $3,603-54.2% | $5,851-71.8% |
| Admin fee / account holder | $20 | $7,131-99.7% | $5,463-99.6% | $11,599-99.8% |