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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 | $21,341 | $63,346-66.3% | $92,240-76.9% | $70,126-69.6% |
| Participation rate | 32.3% | 68.7%-36.4pp | 76.5%-44.2pp | 69.5%-37.3pp |
| Annual return | 29.72% | 530.19%-500.5pp | 176.29%-146.6pp | 73.15%-43.4pp |
| Employer contribution / active EE | $1,226 | $2,471-50.4% | $3,680-66.7% | $2,343-47.6% |
| Participant deferral / active EE | $2,641 | $2,854-7.5% | $3,897-32.2% | $3,332-20.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |