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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 | $9,658 | $88,702-89.1% | $81,780-88.2% | $145,978-93.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 22.69% | 1029.12%-1006.4pp | 776.27%-753.6pp | 550.52%-527.8pp |
| Employer contribution / active EE | $1,190 | $3,084-61.4% | $2,914-59.2% | $4,662-74.5% |
| Participant deferral / active EE | $990 | $4,645-78.7% | $4,321-77.1% | $6,690-85.2% |
| Admin fee / account holder | $15 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |