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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 | $23,048 | $169,361-86.4% | $129,397-82.2% | $145,877-84.2% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 166.69% | 14395.54%-14228.9pp | 9453.98%-9287.3pp | 551.28%-384.6pp |
| Employer contribution / active EE | $4,300 | $5,542-22.4% | $4,154+3.5% | $4,663-7.8% |
| Participant deferral / active EE | $2,133 | $4,987-57.2% | $4,167-48.8% | $6,691-68.1% |
| Admin fee / account holder | $67 | $9,903-99.3% | $7,679-99.1% | $13,402-99.5% |