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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 | $16,444 | $81,763-79.9% | $58,561-71.9% | $139,466-88.2% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 40.63% | 7427.77%-7387.1pp | 4251.33%-4210.7pp | 373.66%-333.0pp |
| Employer contribution / active EE | $4,758 | $1,398+240.3% | $1,053+351.7% | $4,754+0.1% |
| Participant deferral / active EE | $4,765 | $2,555+86.5% | $1,923+147.8% | $6,712-29.0% |
| Admin fee / account holder | $68 | $3,273-97.9% | $2,520-97.3% | $11,409-99.4% |