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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 | $32,131 | $57,330-44.0% | $86,656-62.9% | $75,177-57.3% |
| Participation rate | 27.8% | 63.2%-35.4pp | 71.7%-43.9pp | 67.2%-39.4pp |
| Annual return | 38.18% | 2675.40%-2637.2pp | 593.09%-554.9pp | 160.75%-122.6pp |
| Employer contribution / active EE | $384 | $2,316-83.4% | $3,025-87.3% | $2,671-85.6% |
| Participant deferral / active EE | $1,317 | $3,320-60.3% | $4,439-70.3% | $4,126-68.1% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |