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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 | $25,147 | $32,117-21.7% | $71,089-64.6% | $64,173-60.8% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.6%-36.5pp | 69.6%-51.4pp |
| Annual return | 84.45% | -5.57%+90.0pp | 650.65%-566.2pp | 7.63%+76.8pp |
| Employer contribution / active EE | $329 | $712-53.8% | $1,088-69.7% | $2,381-86.2% |
| Participant deferral / active EE | $902 | $1,263-28.6% | $1,873-51.8% | $3,470-74.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |