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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 | $29,968 | $103,008-70.9% | $90,304-66.8% | $152,897-80.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 5581.48% | 95.22%+5486.3pp | 78.13%+5503.3pp | 345.43%+5236.1pp |
| Employer contribution / active EE | $7,102 | $3,139+126.2% | $2,855+148.7% | $4,764+49.1% |
| Participant deferral / active EE | $6,349 | $4,281+48.3% | $3,885+63.4% | $5,851+8.5% |
| Admin fee / account holder | $152 | $6,175-97.5% | $5,354-97.2% | $11,599-98.7% |