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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 | $9,806 | $27,936-64.9% | $58,561-83.3% | $75,173-87.0% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 16.99% | 44.21%-27.2pp | 4251.33%-4234.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $401 | $670-40.1% | $1,053-61.9% | $2,671-85.0% |
| Participant deferral / active EE | $468 | $1,202-61.0% | $1,923-75.6% | $4,126-88.6% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |