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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 | $9,052 | $73,421-87.7% | $66,439-86.4% | $155,188-94.2% |
| Participation rate | 28.6% | 79.7%-51.1pp | 74.5%-45.9pp | 80.8%-52.2pp |
| Annual return | 17.81% | 1382.37%-1364.6pp | 757.66%-739.9pp | 148.84%-131.0pp |
| Employer contribution / active EE | $707 | $3,039-76.7% | $2,637-73.2% | $4,248-83.4% |
| Participant deferral / active EE | $1,440 | $4,680-69.2% | $3,876-62.9% | $6,531-78.0% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |