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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 | $32,979 | $108,701-69.7% | $74,723-55.9% | $152,909-78.4% |
| Participation rate | 46.7% | 65.4%-18.7pp | 54.5%-7.8pp | 82.5%-35.8pp |
| Annual return | 28.75% | 114.12%-85.4pp | 753.18%-724.4pp | 345.46%-316.7pp |
| Employer contribution / active EE | $464 | $1,504-69.1% | $1,084-57.2% | $4,764-90.3% |
| Participant deferral / active EE | $471 | $2,709-82.6% | $1,962-76.0% | $5,851-91.9% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |