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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 | $11,060 | $90,606-87.8% | $79,466-86.1% | $135,379-91.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 41.54% | 977.69%-936.2pp | 718.28%-676.7pp | 519.79%-478.2pp |
| Employer contribution / active EE | $1,099 | $3,068-64.2% | $2,800-60.7% | $4,779-77.0% |
| Participant deferral / active EE | $1,000 | $4,050-75.3% | $3,704-73.0% | $5,609-82.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |