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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 | $25,680 | $156,927-83.6% | $121,169-78.8% | $139,456-81.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 26.14% | 1475.85%-1449.7pp | 986.71%-960.6pp | 373.45%-347.3pp |
| Employer contribution / active EE | $1,452 | $5,542-73.8% | $4,168-65.2% | $4,753-69.4% |
| Participant deferral / active EE | $5,000 | $4,848+3.1% | $4,083+22.5% | $6,711-25.5% |
| Admin fee / account holder | $100 | $6,946-98.6% | $5,645-98.2% | $11,407-99.1% |