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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 | $41,756 | $81,749-48.9% | $58,544-28.7% | $139,456-70.1% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | 462.53% | 7425.45%-6962.9pp | 4249.56%-3787.0pp | 373.45%+89.1pp |
| Employer contribution / active EE | $416 | $1,398-70.3% | $1,053-60.5% | $4,753-91.3% |
| Participant deferral / active EE | $4,717 | $2,555+84.6% | $1,923+145.3% | $6,711-29.7% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |