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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 | $18,139 | $104,544-82.6% | $76,657-76.3% | $152,897-88.1% |
| Participation rate | 68.8% | 76.6%-7.9pp | 72.1%-3.3pp | 82.5%-13.7pp |
| Annual return | 30.30% | 1014.36%-984.1pp | 1166.74%-1136.4pp | 345.43%-315.1pp |
| Employer contribution / active EE | $1,019 | $3,118-67.3% | $2,303-55.8% | $4,764-78.6% |
| Participant deferral / active EE | $3,169 | $4,236-25.2% | $3,335-5.0% | $5,851-45.8% |
| Admin fee / account holder | $203 | $12,286-98.3% | $6,423-96.8% | $11,599-98.3% |