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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 | $34,074 | $150,442-77.4% | $136,295-75.0% | $147,585-76.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.37% | 1049.09%-1031.7pp | 5155.97%-5138.6pp | 578.56%-561.2pp |
| Employer contribution / active EE | $915 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $3,068 | $6,630-53.7% | $6,247-50.9% | $5,439-43.6% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |