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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 | $5,105 | $149,040-96.6% | $120,225-95.8% | $137,256-96.3% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 21.47% | 605.68%-584.2pp | 439.23%-417.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $877 | $4,350-79.8% | $3,475-74.8% | $4,156-78.9% |
| Participant deferral / active EE | $914 | $4,655-80.4% | $3,999-77.1% | $6,407-85.7% |
| Admin fee / account holder | $34 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |