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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 | $11,109 | $114,093-90.3% | $96,171-88.4% | $167,536-93.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 20.78% | 190.00%-169.2pp | 192.04%-171.3pp | 478.82%-458.0pp |
| Employer contribution / active EE | $1,262 | $3,429-63.2% | $2,799-54.9% | $4,839-73.9% |
| Participant deferral / active EE | $1,842 | $5,197-64.6% | $4,350-57.7% | $6,342-71.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |