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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 | $47,953 | $84,685-43.4% | $73,836-35.1% | $125,389-61.8% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | 3.79% | 3123.80%-3120.0pp | 2268.06%-2264.3pp | 282.24%-278.5pp |
| Employer contribution / active EE | $1,116 | $3,123-64.3% | $2,787-60.0% | $4,866-77.1% |
| Participant deferral / active EE | $1,347 | $3,993-66.3% | $3,583-62.4% | $5,352-74.8% |
| Admin fee / account holder | $18 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |