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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 | $4,094 | $88,815-95.4% | $81,882-95.0% | $145,897-97.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.26% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $839 | $3,086-72.8% | $2,916-71.2% | $4,663-82.0% |
| Participant deferral / active EE | $839 | $4,647-81.9% | $4,323-80.6% | $6,689-87.5% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.8% |