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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 | $79,928 | $92,684-13.8% | $82,706-3.4% | $134,509-40.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 4208.61% | 945.84%+3262.8pp | 701.76%+3506.8pp | 418.13%+3790.5pp |
| Employer contribution / active EE | $3,125 | $3,272-4.5% | $3,007+3.9% | $4,741-34.1% |
| Participant deferral / active EE | $4,299 | $4,800-10.4% | $4,394-2.2% | $6,400-32.8% |
| Admin fee / account holder | $42 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |