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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 | $50,025 | $150,447-66.7% | $136,298-63.3% | $147,586-66.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 15.48% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,581 | $5,256-50.9% | $4,696-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $6,010 | $6,631-9.4% | $6,247-3.8% | $5,439+10.5% |
| Admin fee / account holder | $81 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |