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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 | $37,691 | $108,695-65.3% | $74,722-49.6% | $152,897-75.3% |
| Participation rate | 18.8% | 65.4%-46.6pp | 54.5%-35.7pp | 82.5%-63.7pp |
| Annual return | 364.55% | 114.11%+250.4pp | 753.11%-388.6pp | 345.43%+19.1pp |
| Employer contribution / active EE | $63 | $1,504-95.8% | $1,084-94.2% | $4,764-98.7% |
| Participant deferral / active EE | $4,375 | $2,712+61.3% | $1,963+122.9% | $5,851-25.2% |
| Admin fee / account holder | $20 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |