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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 | $20,846 | $107,363-80.6% | $92,909-77.6% | $152,897-86.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 1194.20% | 145.63%+1048.6pp | 109.44%+1084.8pp | 345.43%+848.8pp |
| Employer contribution / active EE | $1,430 | $4,222-66.1% | $3,653-60.8% | $4,764-70.0% |
| Participant deferral / active EE | $4,019 | $4,848-17.1% | $4,238-5.2% | $5,851-31.3% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,795-99.9% | $11,599-100.0% |