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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 | $50,217 | $99,011-49.3% | $86,582-42.0% | $147,586-66.0% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 22.53% | 1312.75%-1290.2pp | 965.08%-942.6pp | 578.59%-556.1pp |
| Employer contribution / active EE | $571 | $3,132-81.8% | $2,839-79.9% | $4,876-88.3% |
| Participant deferral / active EE | $2,750 | $3,972-30.8% | $3,609-23.8% | $5,439-49.4% |
| Admin fee / account holder | $80 | $5,709-98.6% | $4,904-98.4% | $10,886-99.3% |