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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 | $7,457 | $88,815-91.6% | $81,882-90.9% | $145,897-94.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 22.69% | 1033.75%-1011.1pp | 779.47%-756.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $530 | $3,086-82.8% | $2,916-81.8% | $4,663-88.6% |
| Participant deferral / active EE | $990 | $4,647-78.7% | $4,323-77.1% | $6,689-85.2% |
| Admin fee / account holder | $15 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |