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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 | $10,381 | $27,936-62.8% | $58,561-82.3% | $75,173-86.2% |
| Participation rate | 5.9% | 38.8%-33.0pp | 50.9%-45.0pp | 67.2%-61.3pp |
| Annual return | 21.91% | 44.21%-22.3pp | 4251.33%-4229.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $121 | $670-81.9% | $1,053-88.5% | $2,671-95.5% |
| Participant deferral / active EE | $213 | $1,202-82.3% | $1,923-88.9% | $4,126-94.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |