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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 | $9,091 | $154,754-94.1% | $124,206-92.7% | $138,895-93.5% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 26.51% | 709.28%-682.8pp | 515.27%-488.8pp | 145.39%-118.9pp |
| Employer contribution / active EE | $400 | $4,446-91.0% | $3,540-88.7% | $4,194-90.5% |
| Participant deferral / active EE | $400 | $4,621-91.3% | $3,968-89.9% | $6,396-93.7% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |