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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 | $24,149 | $72,446-66.7% | $67,561-64.3% | $145,877-83.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 24.60% | 7211.98%-7187.4pp | 3525.44%-3500.8pp | 551.28%-526.7pp |
| Employer contribution / active EE | $2,829 | $3,072-7.9% | $2,735+3.4% | $4,663-39.3% |
| Participant deferral / active EE | $2,966 | $4,785-38.0% | $4,003-25.9% | $6,691-55.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |