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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 | $44,315 | $176,688-74.9% | $130,660-66.1% | $152,909-71.0% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 19.87% | 2693.08%-2673.2pp | 1709.29%-1689.4pp | 345.46%-325.6pp |
| Employer contribution / active EE | $553 | $5,743-90.4% | $4,092-86.5% | $4,764-88.4% |
| Participant deferral / active EE | $1,754 | $4,362-59.8% | $3,603-51.3% | $5,851-70.0% |
| Admin fee / account holder | $10 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |