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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 | $10,399 | $96,388-89.2% | $80,627-87.1% | $139,466-92.5% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 47.60% | 1352.08%-1304.5pp | 936.76%-889.2pp | 373.66%-326.1pp |
| Employer contribution / active EE | $571 | $3,260-82.5% | $2,723-79.0% | $4,754-88.0% |
| Participant deferral / active EE | $885 | $5,224-83.1% | $4,443-80.1% | $6,712-86.8% |
| Admin fee / account holder | $35 | $6,603-99.5% | $5,381-99.3% | $11,409-99.7% |