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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 | $15,974 | $27,936-42.8% | $58,561-72.7% | $75,173-78.7% |
| Participation rate | 20.7% | 38.8%-18.2pp | 50.9%-30.2pp | 67.2%-46.5pp |
| Annual return | 21.59% | 44.21%-22.6pp | 4251.33%-4229.7pp | 160.72%-139.1pp |
| Employer contribution / active EE | $517 | $670-22.8% | $1,053-50.9% | $2,671-80.7% |
| Participant deferral / active EE | $662 | $1,202-44.9% | $1,923-65.6% | $4,126-84.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |