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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 | $56,303 | $27,924+101.6% | $58,544-3.8% | $75,181-25.1% |
| Participation rate | 10.2% | 38.8%-28.7pp | 50.9%-40.7pp | 67.2%-57.0pp |
| Annual return | 323.35% | 44.20%+279.1pp | 4249.56%-3926.2pp | 160.69%+162.7pp |
| Employer contribution / active EE | $229 | $669-65.8% | $1,053-78.3% | $2,671-91.4% |
| Participant deferral / active EE | $1,115 | $1,202-7.2% | $1,923-42.0% | $4,126-73.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |