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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 | $54,463 | $106,003-48.6% | $92,236-41.0% | $147,585-63.1% |
| Participation rate | 43.5% | 80.4%-36.9pp | 76.5%-33.0pp | 82.8%-39.4pp |
| Annual return | 42.26% | 50.05%-7.8pp | 176.29%-134.0pp | 578.57%-536.3pp |
| Employer contribution / active EE | $1,011 | $4,333-76.7% | $3,679-72.5% | $4,876-79.3% |
| Participant deferral / active EE | $3,442 | $4,478-23.1% | $3,897-11.7% | $5,439-36.7% |
| Admin fee / account holder | $180 | $6,333-97.2% | $5,194-96.5% | $10,885-98.4% |