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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 | $57,330-80.9% | $86,656-87.4% | $75,177-85.5% |
| Participation rate | 36.2% | 63.2%-27.0pp | 71.7%-35.5pp | 67.2%-31.0pp |
| Annual return | 41.36% | 2675.40%-2634.0pp | 593.09%-551.7pp | 160.75%-119.4pp |
| Employer contribution / active EE | $1,046 | $2,316-54.9% | $3,025-65.4% | $2,671-60.9% |
| Participant deferral / active EE | $1,787 | $3,320-46.2% | $4,439-59.8% | $4,126-56.7% |
| Admin fee / account holder | $69 | $4,115-98.3% | $5,619-98.8% | $5,651-98.8% |