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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 | $24,981 | $176,688-85.9% | $130,660-80.9% | $152,897-83.7% |
| Participation rate | 52.4% | 79.0%-26.6pp | 71.7%-19.4pp | 82.5%-30.1pp |
| Annual return | 39.39% | 2693.08%-2653.7pp | 1709.29%-1669.9pp | 345.43%-306.0pp |
| Employer contribution / active EE | $1,178 | $5,743-79.5% | $4,092-71.2% | $4,764-75.3% |
| Participant deferral / active EE | $4,518 | $4,362+3.6% | $3,603+25.4% | $5,851-22.8% |
| Admin fee / account holder | $82 | $7,131-98.8% | $5,463-98.5% | $11,599-99.3% |