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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 | $8,416 | $149,040-94.4% | $120,225-93.0% | $137,256-93.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 19.11% | 605.68%-586.6pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $839 | $4,350-80.7% | $3,475-75.9% | $4,156-79.8% |
| Participant deferral / active EE | $842 | $4,655-81.9% | $3,999-78.9% | $6,407-86.9% |
| Admin fee / account holder | $68 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |