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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 | $38,365 | $29,670+29.3% | $56,054-31.6% | $80,911-52.6% |
| Participation rate | 5.9% | 41.7%-35.8pp | 52.5%-46.6pp | 67.6%-61.8pp |
| Annual return | 20.36% | 35.24%-14.9pp | 1705.95%-1685.6pp | 35.63%-15.3pp |
| Employer contribution / active EE | $135 | $670-79.9% | $1,039-87.1% | $2,756-95.1% |
| Participant deferral / active EE | $1,032 | $1,227-15.9% | $1,952-47.2% | $4,297-76.0% |
| Admin fee / account holder | $86 | $2,431-96.5% | $2,822-97.0% | $6,935-98.8% |