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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 | $40,283 | $108,685-62.9% | $74,719-46.1% | $152,885-73.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 23.85% | 114.09%-90.2pp | 753.05%-729.2pp | 345.39%-321.5pp |
| Employer contribution / active EE | $217 | $1,504-85.6% | $1,084-80.0% | $4,763-95.4% |
| Participant deferral / active EE | $3,625 | $2,712+33.7% | $1,963+84.6% | $5,851-38.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |