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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 | $44,483 | $70,587-37.0% | $124,693-64.3% | $85,847-48.2% |
| Participation rate | 55.6% | 64.4%-8.9pp | 74.6%-19.1pp | 69.3%-13.8pp |
| Annual return | 152.68% | 20688.83%-20536.1pp | 5144.19%-4991.5pp | 318.61%-165.9pp |
| Employer contribution / active EE | $2,385 | $1,913+24.6% | $3,324-28.3% | $2,565-7.0% |
| Participant deferral / active EE | $5,000 | $2,969+68.4% | $4,615+8.3% | $3,952+26.5% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |