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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 | $41,782 | $150,447-72.2% | $136,298-69.3% | $147,586-71.7% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 17.63% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,068 | $5,256-41.6% | $4,696-34.7% | $4,876-37.1% |
| Participant deferral / active EE | $4,141 | $6,631-37.5% | $6,247-33.7% | $5,439-23.9% |
| Admin fee / account holder | $9 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |