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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 | $14,757 | $100,895-85.4% | $90,430-83.7% | $158,950-90.7% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 76.35% | 1725.54%-1649.2pp | 1293.73%-1217.4pp | 302.91%-226.6pp |
| Employer contribution / active EE | $313 | $3,689-91.5% | $3,262-90.4% | $4,762-93.4% |
| Participant deferral / active EE | $1,333 | $4,347-69.3% | $3,963-66.4% | $5,983-77.7% |
| Admin fee / account holder | $180 | $6,505-97.2% | $5,613-96.8% | $11,248-98.4% |