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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 | $28,296 | $150,447-81.2% | $136,298-79.2% | $147,586-80.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 113.30% | 1049.15%-935.9pp | 5156.27%-5043.0pp | 578.59%-465.3pp |
| Employer contribution / active EE | $2,633 | $5,256-49.9% | $4,696-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $4,255 | $6,631-35.8% | $6,247-31.9% | $5,439-21.8% |
| Admin fee / account holder | $52 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |