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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 | $42,942 | $102,663-58.2% | $86,216-50.2% | $139,466-69.2% |
| Participation rate | 46.2% | 74.5%-28.4pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 28.45% | 1924.52%-1896.1pp | 1169.42%-1141.0pp | 373.66%-345.2pp |
| Employer contribution / active EE | $2,334 | $3,035-23.1% | $2,382-2.0% | $4,754-50.9% |
| Participant deferral / active EE | $4,657 | $4,677-0.4% | $3,986+16.8% | $6,712-30.6% |
| Admin fee / account holder | $229 | $8,663-97.4% | $6,853-96.7% | $11,409-98.0% |