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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 | $72,446-89.0% | $67,561-88.2% | $145,877-94.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 23.88% | 7211.98%-7188.1pp | 3525.44%-3501.6pp | 551.28%-527.4pp |
| Employer contribution / active EE | $1,391 | $3,072-54.7% | $2,735-49.1% | $4,663-70.2% |
| Participant deferral / active EE | $1,451 | $4,785-69.7% | $4,003-63.7% | $6,691-78.3% |
| Admin fee / account holder | $11 | $5,541-99.8% | $4,006-99.7% | $13,402-99.9% |