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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 | $26,142 | $108,701-76.0% | $74,723-65.0% | $152,909-82.9% |
| Participation rate | 21.4% | 65.4%-43.9pp | 54.5%-33.0pp | 82.5%-61.0pp |
| Annual return | 67.52% | 114.12%-46.6pp | 753.18%-685.7pp | 345.46%-277.9pp |
| Employer contribution / active EE | $474 | $1,504-68.5% | $1,084-56.2% | $4,764-90.0% |
| Participant deferral / active EE | $1,622 | $2,709-40.1% | $1,962-17.3% | $5,851-72.3% |
| Admin fee / account holder | $236 | $4,906-95.2% | $3,335-92.9% | $11,601-98.0% |