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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 | $24,433 | $54,357-55.1% | $82,706-70.5% | $68,495-64.3% |
| Participation rate | 51.1% | 63.9%-12.8pp | 72.6%-21.4pp | 67.9%-16.8pp |
| Annual return | 5356.69% | -13.67%+5370.4pp | 701.76%+4654.9pp | -7.84%+5364.5pp |
| Employer contribution / active EE | $2,396 | $2,218+8.0% | $3,007-20.3% | $2,596-7.7% |
| Participant deferral / active EE | $6,681 | $3,246+105.8% | $4,394+52.1% | $4,028+65.9% |
| Admin fee / account holder | $38 | $4,396-99.1% | $5,329-99.3% | $5,403-99.3% |