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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 | $54,805 | $150,446-63.6% | $136,297-59.8% | $147,585-62.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 14.40% | 1049.14%-1034.7pp | 5156.19%-5141.8pp | 578.58%-564.2pp |
| Employer contribution / active EE | $899 | $5,256-82.9% | $4,696-80.8% | $4,876-81.6% |
| Participant deferral / active EE | $6,554 | $6,631-1.2% | $6,247+4.9% | $5,439+20.5% |
| Admin fee / account holder | $126 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |