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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 | $27,232 | $49,897-45.4% | $80,648-66.2% | $75,177-63.8% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 22.39% | 34.68%-12.3pp | 937.21%-914.8pp | 160.75%-138.4pp |
| Employer contribution / active EE | $1,028 | $1,699-39.5% | $2,724-62.3% | $2,671-61.5% |
| Participant deferral / active EE | $1,453 | $2,992-51.5% | $4,443-67.3% | $4,126-64.8% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |