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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 | $54,998 | $176,688-68.9% | $130,660-57.9% | $152,885-64.0% |
| Participation rate | 10.5% | 79.0%-68.4pp | 71.7%-61.2pp | 82.5%-71.9pp |
| Annual return | 25.92% | 2693.08%-2667.2pp | 1709.29%-1683.4pp | 345.39%-319.5pp |
| Employer contribution / active EE | $330 | $5,743-94.3% | $4,092-91.9% | $4,763-93.1% |
| Participant deferral / active EE | $462 | $4,362-89.4% | $3,603-87.2% | $5,851-92.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |