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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 | $10,746 | $156,963-93.2% | $121,204-91.1% | $139,466-92.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 20.41% | 1476.75%-1456.3pp | 987.18%-966.8pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,108 | $5,544-62.0% | $4,170-49.4% | $4,754-55.7% |
| Participant deferral / active EE | $1,179 | $4,848-75.7% | $4,083-71.1% | $6,712-82.4% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |