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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 | $20,685 | $27,936-26.0% | $58,561-64.7% | $75,173-72.5% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 16.84% | 44.21%-27.4pp | 4251.33%-4234.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $309 | $670-53.9% | $1,053-70.7% | $2,671-88.4% |
| Participant deferral / active EE | $436 | $1,202-63.7% | $1,923-77.3% | $4,126-89.4% |
| Admin fee / account holder | $65 | $1,727-96.2% | $2,520-97.4% | $5,651-98.8% |