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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 | $47,471 | $156,970-69.8% | $121,210-60.8% | $139,487-66.0% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 10.66% | 1477.10%-1466.4pp | 987.41%-976.7pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,353 | $5,546-75.6% | $4,171-67.6% | $4,755-71.5% |
| Participant deferral / active EE | $1,000 | $4,849-79.4% | $4,084-75.5% | $6,713-85.1% |
| Admin fee / account holder | $10 | $6,947-99.9% | $5,647-99.8% | $11,407-99.9% |