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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 | $35,805 | $150,442-76.2% | $136,295-73.7% | $147,585-75.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 25.31% | 1049.09%-1023.8pp | 5155.97%-5130.7pp | 578.56%-553.3pp |
| Employer contribution / active EE | $1,445 | $5,256-72.5% | $4,695-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $4,388 | $6,630-33.8% | $6,247-29.8% | $5,439-19.3% |
| Admin fee / account holder | $71 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |