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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 | $78,460 | $150,447-47.8% | $136,298-42.4% | $147,586-46.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 22.60% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,864 | $5,256-64.5% | $4,696-60.3% | $4,876-61.8% |
| Participant deferral / active EE | $3,830 | $6,631-42.2% | $6,247-38.7% | $5,439-29.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |