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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 | $21,000 | $49,891-57.9% | $80,607-73.9% | $75,181-72.1% |
| Participation rate | 36.2% | 55.3%-19.1pp | 67.0%-30.8pp | 67.2%-31.0pp |
| Annual return | 73.49% | 34.67%+38.8pp | 936.11%-862.6pp | 160.69%-87.2pp |
| Employer contribution / active EE | $1,148 | $1,698-32.4% | $2,724-57.9% | $2,671-57.0% |
| Participant deferral / active EE | $1,951 | $2,991-34.8% | $4,448-56.1% | $4,126-52.7% |
| Admin fee / account holder | $250 | $3,578-93.0% | $5,379-95.4% | $5,650-95.6% |