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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 | $33,462 | $99,009-66.2% | $86,581-61.4% | $147,585-77.3% |
| Participation rate | 7.1% | 76.3%-69.2pp | 73.5%-66.4pp | 82.8%-75.7pp |
| Annual return | 50.48% | 1312.70%-1262.2pp | 965.06%-914.6pp | 578.58%-528.1pp |
| Employer contribution / active EE | $281 | $3,132-91.0% | $2,840-90.1% | $4,876-94.2% |
| Participant deferral / active EE | $1,280 | $3,972-67.8% | $3,609-64.5% | $5,439-76.5% |
| Admin fee / account holder | $112 | $5,709-98.0% | $4,904-97.7% | $10,886-99.0% |