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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 | $24,438 | $106,008-76.9% | $92,240-73.5% | $147,586-83.4% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 1450.49% | 50.05%+1400.4pp | 176.29%+1274.2pp | 578.59%+871.9pp |
| Employer contribution / active EE | $1,576 | $4,333-63.6% | $3,680-57.2% | $4,876-67.7% |
| Participant deferral / active EE | $3,294 | $4,478-26.4% | $3,897-15.5% | $5,439-39.4% |
| Admin fee / account holder | $207 | $6,333-96.7% | $5,194-96.0% | $10,886-98.1% |