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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 | $22,689 | $99,011-77.1% | $86,582-73.8% | $147,586-84.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 19.64% | 1312.75%-1293.1pp | 965.08%-945.4pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,000 | $3,132-36.1% | $2,839-29.6% | $4,876-59.0% |
| Participant deferral / active EE | $8,000 | $3,972+101.4% | $3,609+121.7% | $5,439+47.1% |
| Admin fee / account holder | $30 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |