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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 | $54,379 | $150,447-63.9% | $136,298-60.1% | $147,586-63.2% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 18.62% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,149 | $5,256-59.1% | $4,696-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $3,243 | $6,631-51.1% | $6,247-48.1% | $5,439-40.4% |
| Admin fee / account holder | $27 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |