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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 | $43,706 | $58,391-25.1% | $76,657-43.0% | $72,975-40.1% |
| Participation rate | 28.0% | 67.4%-39.4pp | 72.1%-44.1pp | 69.5%-41.5pp |
| Annual return | 28.95% | 2306.65%-2277.7pp | 1166.74%-1137.8pp | 81.01%-52.1pp |
| Employer contribution / active EE | $635 | $1,787-64.5% | $2,303-72.4% | $2,440-74.0% |
| Participant deferral / active EE | $1,695 | $2,690-37.0% | $3,335-49.2% | $3,608-53.0% |
| Admin fee / account holder | $17 | $4,014-99.6% | $6,423-99.7% | $5,124-99.7% |