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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 | $31,080 | $109,872-71.7% | $98,483-68.4% | $167,536-81.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 38.22% | 1959.31%-1921.1pp | 1494.38%-1456.2pp | 478.82%-440.6pp |
| Employer contribution / active EE | $314 | $3,225-90.3% | $2,961-89.4% | $4,839-93.5% |
| Participant deferral / active EE | $1,493 | $4,673-68.1% | $4,276-65.1% | $6,342-76.5% |
| Admin fee / account holder | $12 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |