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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 | $88,702-95.4% | $81,780-95.0% | $145,978-97.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.26% | 1029.12%-1012.9pp | 776.27%-760.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $839 | $3,084-72.8% | $2,914-71.2% | $4,662-82.0% |
| Participant deferral / active EE | $839 | $4,645-81.9% | $4,321-80.6% | $6,690-87.5% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.8% |