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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 | $22,648 | $60,128-62.3% | $90,440-75.0% | $79,852-71.6% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 23.90% | 71.95%-48.1pp | 1294.38%-1270.5pp | 31.72%-7.8pp |
| Employer contribution / active EE | $433 | $2,068-79.1% | $3,263-86.7% | $2,471-82.5% |
| Participant deferral / active EE | $2,516 | $2,939-14.4% | $3,964-36.5% | $3,740-32.7% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |