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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 | $14,669 | $88,815-83.5% | $81,882-82.1% | $145,897-89.9% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 15.45% | 1033.75%-1018.3pp | 779.47%-764.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $364 | $3,086-88.2% | $2,916-87.5% | $4,663-92.2% |
| Participant deferral / active EE | $675 | $4,647-85.5% | $4,323-84.4% | $6,689-89.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |