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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 | $80,882 | $176,688-54.2% | $130,660-38.1% | $152,897-47.1% |
| Participation rate | 4.5% | 79.0%-74.4pp | 71.7%-67.2pp | 82.5%-77.9pp |
| Annual return | 26.14% | 2693.08%-2666.9pp | 1709.29%-1683.2pp | 345.43%-319.3pp |
| Employer contribution / active EE | $298 | $5,743-94.8% | $4,092-92.7% | $4,764-93.7% |
| Participant deferral / active EE | $373 | $4,362-91.5% | $3,603-89.7% | $5,851-93.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |