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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 | $41,367 | $29,733+39.1% | $56,025-26.2% | $80,959-48.9% |
| Participation rate | 17.6% | 41.7%-24.1pp | 52.5%-34.9pp | 67.7%-50.0pp |
| Annual return | 313.47% | 35.28%+278.2pp | 1712.69%-1399.2pp | 35.67%+277.8pp |
| Employer contribution / active EE | $319 | $672-52.5% | $1,042-69.3% | $2,757-88.4% |
| Participant deferral / active EE | $1,241 | $1,229+1.0% | $1,955-36.5% | $4,300-71.1% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |