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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 | $41,110 | $81,763-49.7% | $58,561-29.8% | $139,466-70.5% |
| Participation rate | 18.2% | 61.3%-43.2pp | 50.9%-32.7pp | 80.3%-62.2pp |
| Annual return | 34.79% | 7427.77%-7393.0pp | 4251.33%-4216.5pp | 373.66%-338.9pp |
| Employer contribution / active EE | $942 | $1,398-32.6% | $1,053-10.6% | $4,754-80.2% |
| Participant deferral / active EE | $4,327 | $2,555+69.4% | $1,923+125.0% | $6,712-35.5% |
| Admin fee / account holder | $191 | $3,273-94.2% | $2,520-92.4% | $11,409-98.3% |