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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 | $7,863 | $102,595-92.3% | $94,057-91.6% | $154,746-94.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 22.94% | 583.42%-560.5pp | 480.62%-457.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $798 | $3,147-74.6% | $2,933-72.8% | $4,379-81.8% |
| Participant deferral / active EE | $1,235 | $5,118-75.9% | $4,709-73.8% | $6,730-81.6% |
| Admin fee / account holder | $36 | $7,736-99.5% | $7,244-99.5% | $14,365-99.8% |