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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 | $35,667 | $108,685-67.2% | $74,719-52.3% | $152,885-76.7% |
| Participation rate | 26.3% | 65.3%-39.0pp | 54.5%-28.1pp | 82.5%-56.1pp |
| Annual return | 28.83% | 114.09%-85.3pp | 753.05%-724.2pp | 345.39%-316.6pp |
| Employer contribution / active EE | $76 | $1,504-94.9% | $1,084-93.0% | $4,763-98.4% |
| Participant deferral / active EE | $1,990 | $2,712-26.6% | $1,963+1.4% | $5,851-66.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |