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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 | $39,847 | $150,447-73.5% | $136,298-70.8% | $147,586-73.0% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 18.37% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,923 | $5,256-63.4% | $4,696-59.0% | $4,876-60.6% |
| Participant deferral / active EE | $4,171 | $6,631-37.1% | $6,247-33.2% | $5,439-23.3% |
| Admin fee / account holder | $96 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |