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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 | $33,282 | $150,445-77.9% | $136,297-75.6% | $147,585-77.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 28.19% | 1049.14%-1020.9pp | 5156.16%-5128.0pp | 578.57%-550.4pp |
| Employer contribution / active EE | $1,689 | $5,256-67.9% | $4,696-64.0% | $4,876-65.4% |
| Participant deferral / active EE | $5,558 | $6,631-16.2% | $6,247-11.0% | $5,439+2.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |