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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 | $15,350 | $100,911-84.8% | $90,440-83.0% | $158,966-90.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 48.85% | 1726.62%-1677.8pp | 1294.38%-1245.5pp | 302.95%-254.1pp |
| Employer contribution / active EE | $1,134 | $3,690-69.3% | $3,263-65.2% | $4,762-76.2% |
| Participant deferral / active EE | $3,734 | $4,348-14.1% | $3,964-5.8% | $5,983-37.6% |
| Admin fee / account holder | $27 | $6,507-99.6% | $5,615-99.5% | $11,250-99.8% |