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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 | $44,113 | $99,031-55.5% | $86,597-49.1% | $147,585-70.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 22.62% | 1312.56%-1289.9pp | 964.96%-942.3pp | 578.57%-555.9pp |
| Employer contribution / active EE | $3,105 | $3,132-0.9% | $2,840+9.3% | $4,876-36.3% |
| Participant deferral / active EE | $3,737 | $3,972-5.9% | $3,609+3.6% | $5,439-31.3% |
| Admin fee / account holder | $31 | $5,711-99.4% | $4,906-99.4% | $10,885-99.7% |