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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 | $2,844 | $84,628-96.6% | $61,501-95.4% | $134,545-97.9% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | 4.46% | 585.61%-581.1pp | 339.04%-334.6pp | 418.37%-413.9pp |
| Employer contribution / active EE | $822 | $1,545-46.8% | $1,160-29.1% | $4,742-82.7% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28 | $2,587-98.9% | $2,132-98.7% | $11,431-99.8% |