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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 | $7,943 | $72,465-89.0% | $67,575-88.2% | $145,884-94.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 23.88% | 7222.56%-7198.7pp | 3528.98%-3505.1pp | 551.85%-528.0pp |
| Employer contribution / active EE | $1,391 | $3,074-54.7% | $2,736-49.1% | $4,662-70.2% |
| Participant deferral / active EE | $1,451 | $4,786-69.7% | $4,003-63.8% | $6,690-78.3% |
| Admin fee / account holder | $11 | $5,515-99.8% | $3,993-99.7% | $13,392-99.9% |