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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 | $22,847 | $34,316-33.4% | $74,723-69.4% | $72,976-68.7% |
| Participation rate | 36.7% | 42.4%-5.7pp | 54.5%-17.8pp | 69.5%-32.8pp |
| Annual return | 22.58% | 26.58%-4.0pp | 753.18%-730.6pp | 81.02%-58.4pp |
| Employer contribution / active EE | $438 | $692-36.6% | $1,084-59.6% | $2,440-82.0% |
| Participant deferral / active EE | $1,242 | $1,272-2.3% | $1,962-36.7% | $3,608-65.6% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |