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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 | $10,935 | $57,285-80.9% | $86,605-87.4% | $75,173-85.5% |
| Participation rate | 36.2% | 63.2%-27.0pp | 71.7%-35.5pp | 67.2%-31.0pp |
| Annual return | 41.36% | 2671.04%-2629.7pp | 591.39%-550.0pp | 160.65%-119.3pp |
| Employer contribution / active EE | $1,046 | $2,315-54.8% | $3,023-65.4% | $2,670-60.8% |
| Participant deferral / active EE | $1,787 | $3,318-46.1% | $4,438-59.7% | $4,126-56.7% |
| Admin fee / account holder | $69 | $4,112-98.3% | $5,611-98.8% | $5,651-98.8% |