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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 | $31,309 | $81,763-61.7% | $58,561-46.5% | $139,466-77.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 15.85% | 7427.77%-7411.9pp | 4251.33%-4235.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $4,535 | $1,398+224.3% | $1,053+330.4% | $4,754-4.6% |
| Participant deferral / active EE | $7,500 | $2,555+193.6% | $1,923+290.0% | $6,712+11.7% |
| Admin fee / account holder | $97 | $3,273-97.0% | $2,520-96.2% | $11,409-99.2% |