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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 | $40,620 | $99,011-59.0% | $86,582-53.1% | $147,586-72.5% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 16.81% | 1312.75%-1295.9pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,188 | $3,132-62.1% | $2,839-58.2% | $4,876-75.6% |
| Participant deferral / active EE | $2,591 | $3,972-34.8% | $3,609-28.2% | $5,439-52.4% |
| Admin fee / account holder | $18 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |