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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 | $88,778-87.6% | $81,844-86.6% | $145,884-92.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 22.04% | 1033.03%-1011.0pp | 778.87%-756.8pp | 551.85%-529.8pp |
| Employer contribution / active EE | $3,334 | $3,087+8.0% | $2,916+14.3% | $4,662-28.5% |
| Participant deferral / active EE | $3,324 | $4,648-28.5% | $4,323-23.1% | $6,690-50.3% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |