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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 | $34,601 | $102,663-66.3% | $86,216-59.9% | $139,466-75.2% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 38.81% | 1924.52%-1885.7pp | 1169.42%-1130.6pp | 373.66%-334.9pp |
| Employer contribution / active EE | $1,121 | $3,035-63.0% | $2,382-52.9% | $4,754-76.4% |
| Participant deferral / active EE | $4,586 | $4,677-2.0% | $3,986+15.0% | $6,712-31.7% |
| Admin fee / account holder | $150 | $8,663-98.3% | $6,853-97.8% | $11,409-98.7% |