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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 | $38,421 | $109,863-65.0% | $98,477-61.0% | $167,518-77.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 17.33% | 1958.09%-1940.8pp | 1493.59%-1476.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $1,053 | $3,225-67.3% | $2,961-64.4% | $4,838-78.2% |
| Participant deferral / active EE | $1,601 | $4,673-65.7% | $4,276-62.6% | $6,342-74.8% |
| Admin fee / account holder | $66 | $6,755-99.0% | $5,951-98.9% | $12,312-99.5% |