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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 | $12,476 | $27,943-55.4% | $58,507-78.7% | $75,177-83.4% |
| Participation rate | 14.7% | 38.8%-24.1pp | 50.9%-36.1pp | 67.2%-52.5pp |
| Annual return | 65.39% | 44.22%+21.2pp | 4252.32%-4186.9pp | 160.75%-95.4pp |
| Employer contribution / active EE | $355 | $670-47.0% | $1,053-66.3% | $2,671-86.7% |
| Participant deferral / active EE | $507 | $1,202-57.8% | $1,922-73.6% | $4,126-87.7% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |