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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 | $58,419 | $27,943+109.1% | $58,507-0.2% | $75,177-22.3% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.4pp | 67.2%-47.7pp |
| Annual return | 17.22% | 44.22%-27.0pp | 4252.32%-4235.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $571 | $670-14.7% | $1,053-45.8% | $2,671-78.6% |
| Participant deferral / active EE | $926 | $1,202-23.0% | $1,922-51.8% | $4,126-77.6% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |