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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 | $25,740 | $27,936-7.9% | $58,561-56.0% | $75,173-65.8% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 27.61% | 44.21%-16.6pp | 4251.33%-4223.7pp | 160.72%-133.1pp |
| Employer contribution / active EE | $589 | $670-12.0% | $1,053-44.1% | $2,671-77.9% |
| Participant deferral / active EE | $1,521 | $1,202+26.5% | $1,923-20.9% | $4,126-63.1% |
| Admin fee / account holder | $99 | $1,727-94.2% | $2,520-96.1% | $5,651-98.2% |