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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 | $24,232 | $27,943-13.3% | $58,507-58.6% | $75,177-67.8% |
| Participation rate | 35.1% | 38.8%-3.8pp | 50.9%-15.8pp | 67.2%-32.1pp |
| Annual return | 15.06% | 44.22%-29.2pp | 4252.32%-4237.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $530 | $670-20.9% | $1,053-49.7% | $2,671-80.2% |
| Participant deferral / active EE | $719 | $1,202-40.1% | $1,922-62.6% | $4,126-82.6% |
| Admin fee / account holder | $114 | $1,727-93.4% | $2,486-95.4% | $5,651-98.0% |