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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 | $36,778 | $76,522-51.9% | $56,033-34.4% | $145,884-74.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 26.84% | 3014.28%-2987.4pp | 1711.38%-1684.5pp | 551.85%-525.0pp |
| Employer contribution / active EE | $218 | $1,382-84.2% | $1,041-79.0% | $4,662-95.3% |
| Participant deferral / active EE | $3,851 | $2,624+46.8% | $1,954+97.1% | $6,690-42.4% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |