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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 | $43,788 | $99,011-55.8% | $86,582-49.4% | $147,586-70.3% |
| Participation rate | 43.5% | 76.3%-32.9pp | 73.5%-30.1pp | 82.8%-39.4pp |
| Annual return | 11.31% | 1312.75%-1301.4pp | 965.08%-953.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $3,771 | $3,132+20.4% | $2,839+32.8% | $4,876-22.7% |
| Participant deferral / active EE | $2,188 | $3,972-44.9% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |