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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 | $33,639 | $84,464-60.2% | $61,399-45.2% | $134,509-75.0% |
| Participation rate | 38.9% | 62.2%-23.3pp | 52.6%-13.7pp | 81.2%-42.3pp |
| Annual return | 162.72% | 585.06%-422.3pp | 338.81%-176.1pp | 418.13%-255.4pp |
| Employer contribution / active EE | $707 | $1,545-54.2% | $1,159-39.0% | $4,741-85.1% |
| Participant deferral / active EE | $3,371 | $2,818+19.6% | $2,124+58.7% | $6,400-47.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |