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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 | $92,743-13.8% | $82,744-3.4% | $134,532-40.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 4208.61% | 946.63%+3262.0pp | 702.22%+3506.4pp | 418.27%+3790.3pp |
| Employer contribution / active EE | $3,125 | $3,273-4.5% | $3,008+3.9% | $4,741-34.1% |
| Participant deferral / active EE | $4,299 | $4,802-10.5% | $4,395-2.2% | $6,401-32.8% |
| Admin fee / account holder | $42 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |