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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 | $29,736-40.8% | $56,033-68.6% | $80,935-78.3% |
| Participation rate | 29.6% | 41.7%-12.1pp | 52.5%-22.9pp | 67.7%-38.0pp |
| Annual return | 472.90% | 35.28%+437.6pp | 1711.38%-1238.5pp | 35.66%+437.2pp |
| Employer contribution / active EE | $287 | $671-57.3% | $1,041-72.4% | $2,757-89.6% |
| Participant deferral / active EE | $469 | $1,228-61.8% | $1,954-76.0% | $4,299-89.1% |
| Admin fee / account holder | $73 | $2,434-97.0% | $2,827-97.4% | $6,924-98.9% |