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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 | $8,455 | $96,678-91.3% | $86,640-90.2% | $139,466-93.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 35.95% | 106.69%-70.7pp | 592.52%-556.6pp | 373.66%-337.7pp |
| Employer contribution / active EE | $529 | $3,265-83.8% | $3,024-82.5% | $4,754-88.9% |
| Participant deferral / active EE | $2,389 | $4,837-50.6% | $4,438-46.2% | $6,712-64.4% |
| Admin fee / account holder | $56 | $6,410-99.1% | $5,616-99.0% | $11,409-99.5% |