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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 | $21,267 | $180,749-88.2% | $160,784-86.8% | $137,256-84.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 19.77% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,270 | $4,155-69.4% | $3,733-66.0% | $4,156-69.4% |
| Participant deferral / active EE | $1,270 | $6,844-81.4% | $6,293-79.8% | $6,407-80.2% |
| Admin fee / account holder | $6 | $10,397-99.9% | $9,717-99.9% | $12,270-100.0% |