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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 | $11,871 | $100,895-88.2% | $90,430-86.9% | $158,950-92.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 89.67% | 1725.54%-1635.9pp | 1293.73%-1204.1pp | 302.91%-213.2pp |
| Employer contribution / active EE | $1,277 | $3,689-65.4% | $3,262-60.9% | $4,762-73.2% |
| Participant deferral / active EE | $2,393 | $4,347-45.0% | $3,963-39.6% | $5,983-60.0% |
| Admin fee / account holder | $47 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |