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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 | $60,917 | $150,447-59.5% | $136,298-55.3% | $147,586-58.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.19% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $963 | $5,256-81.7% | $4,696-79.5% | $4,876-80.2% |
| Participant deferral / active EE | $3,953 | $6,631-40.4% | $6,247-36.7% | $5,439-27.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |