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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 | $18,242 | $101,063-82.0% | $81,473-77.6% | $147,585-87.6% |
| Participation rate | 58.3% | 74.5%-16.1pp | 68.0%-9.6pp | 82.8%-24.5pp |
| Annual return | 3944.43% | 32.41%+3912.0pp | 38.78%+3905.6pp | 578.58%+3365.8pp |
| Employer contribution / active EE | $1,474 | $3,206-54.0% | $2,568-42.6% | $4,876-69.8% |
| Participant deferral / active EE | $3,876 | $4,242-8.6% | $3,537+9.6% | $5,439-28.7% |
| Admin fee / account holder | $34 | $5,812-99.4% | $4,561-99.3% | $10,886-99.7% |