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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 | $9,341 | $88,754-89.5% | $81,820-88.6% | $145,877-93.6% |
| Participation rate | 43.8% | 75.1%-31.3pp | 72.4%-28.6pp | 80.3%-36.6pp |
| Annual return | 13.19% | 1031.77%-1018.6pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $724 | $3,085-76.5% | $2,915-75.2% | $4,663-84.5% |
| Participant deferral / active EE | $897 | $4,648-80.7% | $4,323-79.3% | $6,691-86.6% |
| Admin fee / account holder | $45 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |