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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 | $11,051 | $100,911-89.0% | $90,440-87.8% | $158,966-93.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 53.57% | 1726.62%-1673.0pp | 1294.38%-1240.8pp | 302.95%-249.4pp |
| Employer contribution / active EE | $1,673 | $3,690-54.7% | $3,263-48.7% | $4,762-64.9% |
| Participant deferral / active EE | $4,490 | $4,348+3.3% | $3,964+13.3% | $5,983-25.0% |
| Admin fee / account holder | $114 | $6,507-98.3% | $5,615-98.0% | $11,250-99.0% |