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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 | $56,052 | $27,943+100.6% | $58,507-4.2% | $75,177-25.4% |
| Participation rate | 2.9% | 38.8%-36.0pp | 50.9%-48.0pp | 67.2%-64.3pp |
| Annual return | 34.57% | 44.22%-9.7pp | 4252.32%-4217.8pp | 160.75%-126.2pp |
| Employer contribution / active EE | $81 | $670-87.9% | $1,053-92.3% | $2,671-97.0% |
| Participant deferral / active EE | $643 | $1,202-46.5% | $1,922-66.6% | $4,126-84.4% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |