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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 | $33,984 | $96,643-64.8% | $86,617-60.8% | $139,456-75.6% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 34.68% | 106.57%-71.9pp | 591.91%-557.2pp | 373.45%-338.8pp |
| Employer contribution / active EE | $1,020 | $3,264-68.8% | $3,023-66.3% | $4,753-78.5% |
| Participant deferral / active EE | $6,246 | $4,835+29.2% | $4,437+40.8% | $6,711-6.9% |
| Admin fee / account holder | $17 | $6,406-99.7% | $5,613-99.7% | $11,407-99.8% |