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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 | $42,946 | $150,447-71.5% | $136,298-68.5% | $147,586-70.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.14% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $3,812 | $5,256-27.5% | $4,696-18.8% | $4,876-21.8% |
| Participant deferral / active EE | $7,788 | $6,631+17.5% | $6,247+24.7% | $5,439+43.2% |
| Admin fee / account holder | $197 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |