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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 | $21,723 | $27,943-22.3% | $58,507-62.9% | $75,177-71.1% |
| Participation rate | 7.4% | 38.8%-31.4pp | 50.9%-43.5pp | 67.2%-59.8pp |
| Annual return | 31.42% | 44.22%-12.8pp | 4252.32%-4220.9pp | 160.75%-129.3pp |
| Employer contribution / active EE | $198 | $670-70.4% | $1,053-81.2% | $2,671-92.6% |
| Participant deferral / active EE | $916 | $1,202-23.8% | $1,922-52.4% | $4,126-77.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |