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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 | $31,035 | $81,763-62.0% | $58,561-47.0% | $139,466-77.7% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 32.44% | 7427.77%-7395.3pp | 4251.33%-4218.9pp | 373.66%-341.2pp |
| Employer contribution / active EE | $212 | $1,398-84.8% | $1,053-79.9% | $4,754-95.5% |
| Participant deferral / active EE | $1,255 | $2,555-50.9% | $1,923-34.7% | $6,712-81.3% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |