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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 | $28,641 | $96,419-70.3% | $80,648-64.5% | $139,487-79.5% |
| Participation rate | 21.1% | 73.6%-52.6pp | 67.0%-46.0pp | 80.3%-59.3pp |
| Annual return | 26.20% | 1352.86%-1326.7pp | 937.21%-911.0pp | 373.84%-347.6pp |
| Employer contribution / active EE | $616 | $3,261-81.1% | $2,724-77.4% | $4,755-87.0% |
| Participant deferral / active EE | $2,529 | $5,225-51.6% | $4,443-43.1% | $6,713-62.3% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |