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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 | $51,753 | $180,749-71.4% | $160,784-67.8% | $137,256-62.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 14.23% | 2234.46%-2220.2pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,910 | $4,155-54.0% | $3,733-48.8% | $4,156-54.1% |
| Participant deferral / active EE | $6,748 | $6,844-1.4% | $6,293+7.2% | $6,407+5.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |