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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 | $14,428 | $96,388-85.0% | $80,627-82.1% | $139,466-89.7% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 22.55% | 1352.08%-1329.5pp | 936.76%-914.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $997 | $3,260-69.4% | $2,723-63.4% | $4,754-79.0% |
| Participant deferral / active EE | $1,000 | $5,224-80.9% | $4,443-77.5% | $6,712-85.1% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |