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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 | $49,016 | $84,697-42.1% | $73,845-33.6% | $125,393-60.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 3.81% | 3123.66%-3119.9pp | 2267.91%-2264.1pp | 282.23%-278.4pp |
| Employer contribution / active EE | $3,805 | $3,123+21.8% | $2,788+36.5% | $4,866-21.8% |
| Participant deferral / active EE | $7,475 | $3,993+87.2% | $3,583+108.6% | $5,351+39.7% |
| Admin fee / account holder | $154 | $5,692-97.3% | $4,881-96.9% | $9,541-98.4% |