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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 | $56,667 | $150,447-62.3% | $136,298-58.4% | $147,586-61.6% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 21.82% | 1049.15%-1027.3pp | 5156.27%-5134.4pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,599 | $5,256-69.6% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $3,121 | $6,631-52.9% | $6,247-50.0% | $5,439-42.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |