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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 | $32,842 | $77,901-57.8% | $149,717-78.1% | $75,181-56.3% |
| Participation rate | 34.4% | 65.6%-31.2pp | 78.8%-44.4pp | 67.2%-32.8pp |
| Annual return | 444.15% | 31.73%+412.4pp | 134.41%+309.7pp | 160.69%+283.5pp |
| Employer contribution / active EE | $873 | $3,137-72.2% | $4,820-81.9% | $2,671-67.3% |
| Participant deferral / active EE | $2,157 | $3,411-36.8% | $5,682-62.0% | $4,126-47.7% |
| Admin fee / account holder | $36 | $5,949-99.4% | $13,213-99.7% | $5,650-99.4% |