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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 | $36,563 | $150,446-75.7% | $136,297-73.2% | $147,585-75.2% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 23.95% | 1049.14%-1025.2pp | 5156.19%-5132.2pp | 578.58%-554.6pp |
| Employer contribution / active EE | $1,950 | $5,256-62.9% | $4,696-58.5% | $4,876-60.0% |
| Participant deferral / active EE | $4,309 | $6,631-35.0% | $6,247-31.0% | $5,439-20.8% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |