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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 | $12,073 | $103,008-88.3% | $90,304-86.6% | $152,897-92.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 21.88% | 95.22%-73.3pp | 78.13%-56.3pp | 345.43%-323.5pp |
| Employer contribution / active EE | $200 | $3,139-93.6% | $2,855-93.0% | $4,764-95.8% |
| Participant deferral / active EE | $1,533 | $4,281-64.2% | $3,885-60.5% | $5,851-73.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |