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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 | $14,982 | $81,763-81.7% | $58,561-74.4% | $139,466-89.3% |
| Participation rate | 6.7% | 61.3%-54.7pp | 50.9%-44.2pp | 80.3%-73.7pp |
| Annual return | 27.38% | 7427.77%-7400.4pp | 4251.33%-4223.9pp | 373.66%-346.3pp |
| Employer contribution / active EE | $2,762 | $1,398+97.5% | $1,053+162.2% | $4,754-41.9% |
| Participant deferral / active EE | $5,815 | $2,555+127.6% | $1,923+202.4% | $6,712-13.4% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |