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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 | $34,083 | $76,519-55.5% | $56,025-39.2% | $145,897-76.6% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 21.21% | 3017.03%-2995.8pp | 1712.69%-1691.5pp | 552.29%-531.1pp |
| Employer contribution / active EE | $621 | $1,383-55.1% | $1,042-40.4% | $4,663-86.7% |
| Participant deferral / active EE | $1,845 | $2,624-29.7% | $1,955-5.6% | $6,689-72.4% |
| Admin fee / account holder | $1 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |