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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 | $48,579 | $108,701-55.3% | $74,723-35.0% | $152,909-68.2% |
| Participation rate | 42.9% | 65.4%-22.5pp | 54.5%-11.6pp | 82.5%-39.6pp |
| Annual return | 22.83% | 114.12%-91.3pp | 753.18%-730.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,084 | $1,504-28.0% | $1,084-0.1% | $4,764-77.3% |
| Participant deferral / active EE | $1,084 | $2,709-60.0% | $1,962-44.8% | $5,851-81.5% |
| Admin fee / account holder | $20 | $4,906-99.6% | $3,335-99.4% | $11,601-99.8% |