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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 | $48,047 | $150,447-68.1% | $136,298-64.7% | $147,586-67.4% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 17.86% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,853 | $5,256-45.7% | $4,696-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $7,731 | $6,631+16.6% | $6,247+23.7% | $5,439+42.1% |
| Admin fee / account holder | $194 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |