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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 | $88,754-83.5% | $81,820-82.1% | $145,877-89.9% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 15.45% | 1031.77%-1016.3pp | 777.93%-762.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $364 | $3,085-88.2% | $2,915-87.5% | $4,663-92.2% |
| Participant deferral / active EE | $675 | $4,648-85.5% | $4,323-84.4% | $6,691-89.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |