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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 | $21,823 | $102,635-78.7% | $86,209-74.7% | $139,456-84.4% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.0%-33.2pp | 80.3%-44.6pp |
| Annual return | 35.80% | 1923.53%-1887.7pp | 1169.05%-1133.3pp | 373.45%-337.6pp |
| Employer contribution / active EE | $784 | $3,034-74.1% | $2,381-67.1% | $4,753-83.5% |
| Participant deferral / active EE | $4,625 | $4,677-1.1% | $3,986+16.0% | $6,711-31.1% |
| Admin fee / account holder | $204 | $8,661-97.6% | $6,853-97.0% | $11,407-98.2% |