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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 | $70,121-87.1% | $63,803-85.8% | $138,895-93.5% |
| Participation rate | 28.6% | 77.2%-48.6pp | 72.7%-44.1pp | 79.9%-51.3pp |
| Annual return | 17.81% | 946.48%-928.7pp | 543.72%-525.9pp | 145.39%-127.6pp |
| Employer contribution / active EE | $707 | $2,882-75.5% | $2,532-72.1% | $4,194-83.1% |
| Participant deferral / active EE | $1,440 | $4,535-68.3% | $3,843-62.5% | $6,396-77.5% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |