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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 | $33,791 | $108,685-68.9% | $74,719-54.8% | $152,885-77.9% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.5%-44.4pp |
| Annual return | 19.92% | 114.09%-94.2pp | 753.05%-733.1pp | 345.39%-325.5pp |
| Employer contribution / active EE | $536 | $1,504-64.4% | $1,084-50.6% | $4,763-88.8% |
| Participant deferral / active EE | $2,829 | $2,712+4.3% | $1,963+44.1% | $5,851-51.6% |
| Admin fee / account holder | $38 | $4,905-99.2% | $3,334-98.9% | $11,598-99.7% |