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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 | $29,372 | $81,668-64.0% | $58,507-49.8% | $139,487-78.9% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 22.82% | 7430.07%-7407.3pp | 4252.32%-4229.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $1,029 | $1,398-26.4% | $1,053-2.3% | $4,755-78.4% |
| Participant deferral / active EE | $2,260 | $2,554-11.5% | $1,922+17.6% | $6,713-66.3% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |