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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 | $25,956 | $150,447-82.7% | $136,298-81.0% | $147,586-82.4% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 1238.13% | 1049.15%+189.0pp | 5156.27%-3918.1pp | 578.59%+659.5pp |
| Employer contribution / active EE | $1,328 | $5,256-74.7% | $4,696-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $3,779 | $6,631-43.0% | $6,247-39.5% | $5,439-30.5% |
| Admin fee / account holder | $83 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |