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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 | $16,167 | $169,336-90.5% | $129,384-87.5% | $145,884-88.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 11.06% | 14408.70%-14397.6pp | 9461.77%-9450.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $716 | $5,540-87.1% | $4,153-82.8% | $4,662-84.6% |
| Participant deferral / active EE | $782 | $4,985-84.3% | $4,166-81.2% | $6,690-88.3% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |