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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 | $21,537 | $27,936-22.9% | $58,561-63.2% | $75,173-71.4% |
| Participation rate | 48.1% | 38.8%+9.3pp | 50.9%-2.7pp | 67.2%-19.1pp |
| Annual return | 24.36% | 44.21%-19.9pp | 4251.33%-4227.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $875 | $670+30.8% | $1,053-16.9% | $2,671-67.2% |
| Participant deferral / active EE | $3,169 | $1,202+163.7% | $1,923+64.8% | $4,126-23.2% |
| Admin fee / account holder | $20 | $1,727-98.8% | $2,520-99.2% | $5,651-99.6% |