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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 | $21,243 | $63,346-66.5% | $92,240-77.0% | $70,126-69.7% |
| Participation rate | 25.9% | 68.7%-42.7pp | 76.5%-50.6pp | 69.5%-43.6pp |
| Annual return | 27.71% | 530.19%-502.5pp | 176.29%-148.6pp | 73.15%-45.4pp |
| Employer contribution / active EE | $1,096 | $2,471-55.7% | $3,680-70.2% | $2,343-53.2% |
| Participant deferral / active EE | $2,738 | $2,854-4.1% | $3,897-29.7% | $3,332-17.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |