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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 | $28,639 | $150,447-81.0% | $136,298-79.0% | $147,586-80.6% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 20.73% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,626 | $5,256-69.1% | $4,696-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $4,999 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $186 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |