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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 | $14,918 | $81,668-81.7% | $58,507-74.5% | $139,487-89.3% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 41.16% | 7430.07%-7388.9pp | 4252.32%-4211.2pp | 373.84%-332.7pp |
| Employer contribution / active EE | $961 | $1,398-31.3% | $1,053-8.8% | $4,755-79.8% |
| Participant deferral / active EE | $3,542 | $2,554+38.7% | $1,922+84.3% | $6,713-47.2% |
| Admin fee / account holder | $20 | $3,212-99.4% | $2,486-99.2% | $11,407-99.8% |