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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 | $8,175 | $96,419-91.5% | $80,648-89.9% | $139,487-94.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 34.75% | 1352.86%-1318.1pp | 937.21%-902.5pp | 373.84%-339.1pp |
| Employer contribution / active EE | $1,715 | $3,261-47.4% | $2,724-37.0% | $4,755-63.9% |
| Participant deferral / active EE | $2,215 | $5,225-57.6% | $4,443-50.2% | $6,713-67.0% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |