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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 | $27,793 | $102,595-72.9% | $94,057-70.5% | $154,746-82.0% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 21.51% | 583.42%-561.9pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $794 | $3,147-74.8% | $2,933-72.9% | $4,379-81.9% |
| Participant deferral / active EE | $1,996 | $5,118-61.0% | $4,709-57.6% | $6,730-70.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |