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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 | $44,639 | $97,732-54.3% | $83,831-46.8% | $135,380-67.0% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | 1576.00% | 1287.56%+288.4pp | 850.99%+725.0pp | 519.81%+1056.2pp |
| Employer contribution / active EE | $3,586 | $4,222-15.1% | $3,631-1.3% | $4,779-25.0% |
| Participant deferral / active EE | $6,643 | $4,683+41.9% | $4,082+62.7% | $5,609+18.4% |
| Admin fee / account holder | $285 | $6,675-95.7% | $5,479-94.8% | $10,828-97.4% |