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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 | $13,164 | $156,970-91.6% | $121,210-89.1% | $139,487-90.6% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.5%-5.9pp | 80.3%-16.7pp |
| Annual return | 13.51% | 1477.10%-1463.6pp | 987.41%-973.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $509 | $5,546-90.8% | $4,171-87.8% | $4,755-89.3% |
| Participant deferral / active EE | $1,456 | $4,849-70.0% | $4,084-64.3% | $6,713-78.3% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |