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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 | $10,980 | $88,754-87.6% | $81,820-86.6% | $145,877-92.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 22.04% | 1031.77%-1009.7pp | 777.93%-755.9pp | 551.28%-529.2pp |
| Employer contribution / active EE | $3,334 | $3,085+8.1% | $2,915+14.4% | $4,663-28.5% |
| Participant deferral / active EE | $3,324 | $4,648-28.5% | $4,323-23.1% | $6,691-50.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |