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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 | $11,409 | $72,465-84.3% | $67,575-83.1% | $145,884-92.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 18.13% | 7222.56%-7204.4pp | 3528.98%-3510.9pp | 551.85%-533.7pp |
| Employer contribution / active EE | $776 | $3,074-74.7% | $2,736-71.6% | $4,662-83.4% |
| Participant deferral / active EE | $2,526 | $4,786-47.2% | $4,003-36.9% | $6,690-62.2% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |