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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 | $46,164 | $96,419-52.1% | $80,648-42.8% | $139,487-66.9% |
| Participation rate | 18.2% | 73.6%-55.5pp | 67.0%-48.8pp | 80.3%-62.2pp |
| Annual return | 19.99% | 1352.86%-1332.9pp | 937.21%-917.2pp | 373.84%-353.8pp |
| Employer contribution / active EE | $498 | $3,261-84.7% | $2,724-81.7% | $4,755-89.5% |
| Participant deferral / active EE | $1,429 | $5,225-72.6% | $4,443-67.8% | $6,713-78.7% |
| Admin fee / account holder | $5 | $6,605-99.9% | $5,382-99.9% | $11,407-100.0% |