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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 | $27,915 | $96,388-71.0% | $80,627-65.4% | $139,466-80.0% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 2097.04% | 1352.08%+745.0pp | 936.76%+1160.3pp | 373.66%+1723.4pp |
| Employer contribution / active EE | $908 | $3,260-72.1% | $2,723-66.6% | $4,754-80.9% |
| Participant deferral / active EE | $1,047 | $5,224-80.0% | $4,443-76.4% | $6,712-84.4% |
| Admin fee / account holder | $36 | $6,603-99.5% | $5,381-99.3% | $11,409-99.7% |