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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 | $68,776 | $109,872-37.4% | $98,483-30.2% | $167,536-58.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 26.00% | 1959.31%-1933.3pp | 1494.38%-1468.4pp | 478.82%-452.8pp |
| Employer contribution / active EE | $2,405 | $3,225-25.4% | $2,961-18.8% | $4,839-50.3% |
| Participant deferral / active EE | $4,200 | $4,673-10.1% | $4,276-1.8% | $6,342-33.8% |
| Admin fee / account holder | $25 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |