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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 | $22,707 | $156,970-85.5% | $121,210-81.3% | $139,487-83.7% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 30.28% | 1477.10%-1446.8pp | 987.41%-957.1pp | 373.84%-343.6pp |
| Employer contribution / active EE | $256 | $5,546-95.4% | $4,171-93.9% | $4,755-94.6% |
| Participant deferral / active EE | $798 | $4,849-83.5% | $4,084-80.5% | $6,713-88.1% |
| Admin fee / account holder | $26 | $6,947-99.6% | $5,647-99.5% | $11,407-99.8% |