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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 | $29,482 | $150,445-80.4% | $136,297-78.4% | $147,585-80.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 21.03% | 1049.14%-1028.1pp | 5156.16%-5135.1pp | 578.57%-557.5pp |
| Employer contribution / active EE | $2,515 | $5,256-52.1% | $4,696-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $4,014 | $6,631-39.5% | $6,247-35.7% | $5,439-26.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |