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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 | $88,815-89.5% | $81,882-88.6% | $145,897-93.6% |
| Participation rate | 43.8% | 75.1%-31.3pp | 72.4%-28.6pp | 80.3%-36.6pp |
| Annual return | 13.19% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $724 | $3,086-76.6% | $2,916-75.2% | $4,663-84.5% |
| Participant deferral / active EE | $897 | $4,647-80.7% | $4,323-79.3% | $6,689-86.6% |
| Admin fee / account holder | $45 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |