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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 | $45,587 | $150,442-69.7% | $136,295-66.6% | $147,585-69.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.32% | 1049.09%-1025.8pp | 5155.97%-5132.7pp | 578.56%-555.2pp |
| Employer contribution / active EE | $2,274 | $5,256-56.7% | $4,695-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $9,590 | $6,630+44.6% | $6,247+53.5% | $5,439+76.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |