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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 | $36,980 | $96,388-61.6% | $80,627-54.1% | $139,466-73.5% |
| Participation rate | 55.0% | 73.6%-18.6pp | 67.0%-12.0pp | 80.3%-25.3pp |
| Annual return | 179.23% | 1352.08%-1172.8pp | 936.76%-757.5pp | 373.66%-194.4pp |
| Employer contribution / active EE | $706 | $3,260-78.3% | $2,723-74.1% | $4,754-85.2% |
| Participant deferral / active EE | $896 | $5,224-82.8% | $4,443-79.8% | $6,712-86.6% |
| Admin fee / account holder | $48 | $6,603-99.3% | $5,381-99.1% | $11,409-99.6% |