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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 | $63,822 | $185,225-65.5% | $142,898-55.3% | $167,553-61.9% |
| Participation rate | 60.0% | 78.5%-18.5pp | 72.0%-12.0pp | 82.1%-22.1pp |
| Annual return | 15.07% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,091 | $5,607-80.5% | $4,146-73.7% | $4,840-77.5% |
| Participant deferral / active EE | $2,886 | $4,496-35.8% | $3,838-24.8% | $6,343-54.5% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |