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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 | $7,440 | $96,388-92.3% | $80,627-90.8% | $139,466-94.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 31.82% | 1352.08%-1320.3pp | 936.76%-904.9pp | 373.66%-341.8pp |
| Employer contribution / active EE | $928 | $3,260-71.5% | $2,723-65.9% | $4,754-80.5% |
| Participant deferral / active EE | $928 | $5,224-82.2% | $4,443-79.1% | $6,712-86.2% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |