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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 | $41,614 | $96,691-57.0% | $86,656-52.0% | $139,487-70.2% |
| Participation rate | 35.3% | 74.4%-39.1pp | 71.7%-36.4pp | 80.3%-45.0pp |
| Annual return | 28.81% | 106.87%-78.1pp | 593.09%-564.3pp | 373.84%-345.0pp |
| Employer contribution / active EE | $1,028 | $3,267-68.5% | $3,025-66.0% | $4,755-78.4% |
| Participant deferral / active EE | $1,797 | $4,838-62.9% | $4,439-59.5% | $6,713-73.2% |
| Admin fee / account holder | $50 | $6,414-99.2% | $5,619-99.1% | $11,407-99.6% |