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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 | $37,254 | $103,008-63.8% | $90,304-58.7% | $152,897-75.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 148.70% | 95.22%+53.5pp | 78.13%+70.6pp | 345.43%-196.7pp |
| Employer contribution / active EE | $1,881 | $3,139-40.1% | $2,855-34.1% | $4,764-60.5% |
| Participant deferral / active EE | $1,881 | $4,281-56.1% | $3,885-51.6% | $5,851-67.8% |
| Admin fee / account holder | $25 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |