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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 | $32,984 | $81,668-59.6% | $58,507-43.6% | $139,487-76.4% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 1189.18% | 7430.07%-6240.9pp | 4252.32%-3063.1pp | 373.84%+815.3pp |
| Employer contribution / active EE | $1,563 | $1,398+11.8% | $1,053+48.4% | $4,755-67.1% |
| Participant deferral / active EE | $10,558 | $2,554+313.5% | $1,922+449.3% | $6,713+57.3% |
| Admin fee / account holder | $54 | $3,212-98.3% | $2,486-97.8% | $11,407-99.5% |