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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 | $41,158 | $67,823-39.3% | $52,425-21.5% | $137,256-70.0% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 47.27% | 219.11%-171.8pp | 302.12%-254.9pp | 220.34%-173.1pp |
| Employer contribution / active EE | $482 | $1,163-58.5% | $914-47.3% | $4,156-88.4% |
| Participant deferral / active EE | $4,538 | $2,288+98.3% | $1,790+153.5% | $6,407-29.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |