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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 | $13,854 | $96,338-85.6% | $80,589-82.8% | $139,427-90.1% |
| Participation rate | 42.1% | 73.6%-31.5pp | 67.0%-24.9pp | 80.3%-38.2pp |
| Annual return | 29.51% | 1350.43%-1320.9pp | 935.83%-906.3pp | 373.27%-343.8pp |
| Employer contribution / active EE | $988 | $3,263-69.7% | $2,724-63.7% | $4,752-79.2% |
| Participant deferral / active EE | $1,146 | $5,234-78.1% | $4,449-74.2% | $6,711-82.9% |
| Admin fee / account holder | $123 | $6,600-98.1% | $5,379-97.7% | $11,404-98.9% |