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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 | $34,500 | $27,936+23.5% | $58,561-41.1% | $75,173-54.1% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.1pp |
| Annual return | 370.82% | 44.21%+326.6pp | 4251.33%-3880.5pp | 160.72%+210.1pp |
| Employer contribution / active EE | $779 | $670+16.4% | $1,053-26.0% | $2,671-70.8% |
| Participant deferral / active EE | $1,739 | $1,202+44.7% | $1,923-9.6% | $4,126-57.9% |
| Admin fee / account holder | $78 | $1,727-95.5% | $2,520-96.9% | $5,651-98.6% |