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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 | $17,601 | $29,670-40.7% | $56,054-68.6% | $80,911-78.2% |
| Participation rate | 29.6% | 41.7%-12.0pp | 52.5%-22.9pp | 67.6%-38.0pp |
| Annual return | 472.90% | 35.24%+437.7pp | 1705.95%-1233.0pp | 35.63%+437.3pp |
| Employer contribution / active EE | $287 | $670-57.1% | $1,039-72.4% | $2,756-89.6% |
| Participant deferral / active EE | $469 | $1,227-61.8% | $1,952-76.0% | $4,297-89.1% |
| Admin fee / account holder | $73 | $2,431-97.0% | $2,822-97.4% | $6,935-98.9% |