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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 | $46,747 | $100,938-53.7% | $90,461-48.3% | $158,982-70.6% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.7%-40.9pp | 82.0%-50.1pp |
| Annual return | 20.09% | 1727.20%-1707.1pp | 1294.76%-1274.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $598 | $3,691-83.8% | $3,264-81.7% | $4,763-87.5% |
| Participant deferral / active EE | $2,035 | $4,350-53.2% | $3,964-48.7% | $5,983-66.0% |
| Admin fee / account holder | $52 | $6,510-99.2% | $5,617-99.1% | $11,252-99.5% |