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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 | $47,943 | $150,447-68.1% | $136,298-64.8% | $147,586-67.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.57% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,164 | $5,256-77.9% | $4,696-75.2% | $4,876-76.1% |
| Participant deferral / active EE | $4,544 | $6,631-31.5% | $6,247-27.3% | $5,439-16.5% |
| Admin fee / account holder | $199 | $10,906-98.2% | $9,244-97.8% | $10,886-98.2% |