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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 | $30,803 | $150,442-79.5% | $136,295-77.4% | $147,585-79.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.69% | 1049.09%-1036.4pp | 5155.97%-5143.3pp | 578.56%-565.9pp |
| Employer contribution / active EE | $935 | $5,256-82.2% | $4,695-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $7,029 | $6,630+6.0% | $6,247+12.5% | $5,439+29.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |