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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 | $18,930 | $96,419-80.4% | $80,648-76.5% | $139,487-86.4% |
| Participation rate | 26.7% | 73.6%-47.0pp | 67.0%-40.3pp | 80.3%-53.7pp |
| Annual return | 54.16% | 1352.86%-1298.7pp | 937.21%-883.1pp | 373.84%-319.7pp |
| Employer contribution / active EE | $867 | $3,261-73.4% | $2,724-68.2% | $4,755-81.8% |
| Participant deferral / active EE | $3,264 | $5,225-37.5% | $4,443-26.5% | $6,713-51.4% |
| Admin fee / account holder | $41 | $6,605-99.4% | $5,382-99.2% | $11,407-99.6% |