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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 | $69,194 | $150,447-54.0% | $136,298-49.2% | $147,586-53.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 28.13% | 1049.15%-1021.0pp | 5156.27%-5128.1pp | 578.59%-550.5pp |
| Employer contribution / active EE | $1,095 | $5,256-79.2% | $4,696-76.7% | $4,876-77.5% |
| Participant deferral / active EE | $2,960 | $6,631-55.4% | $6,247-52.6% | $5,439-45.6% |
| Admin fee / account holder | $16 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |