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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 | $6,188 | $88,754-93.0% | $81,820-92.4% | $145,877-95.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 29.11% | 1031.77%-1002.7pp | 777.93%-748.8pp | 551.28%-522.2pp |
| Employer contribution / active EE | $1,316 | $3,085-57.3% | $2,915-54.9% | $4,663-71.8% |
| Participant deferral / active EE | $1,645 | $4,648-64.6% | $4,323-61.9% | $6,691-75.4% |
| Admin fee / account holder | $115 | $8,424-98.6% | $7,391-98.5% | $13,402-99.1% |