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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 | $15,141 | $27,924-45.8% | $58,544-74.1% | $75,181-79.9% |
| Participation rate | 17.1% | 38.8%-21.8pp | 50.9%-33.8pp | 67.2%-50.1pp |
| Annual return | 41.86% | 44.20%-2.3pp | 4249.56%-4207.7pp | 160.69%-118.8pp |
| Employer contribution / active EE | $411 | $669-38.6% | $1,053-61.0% | $2,671-84.6% |
| Participant deferral / active EE | $1,107 | $1,202-7.9% | $1,923-42.4% | $4,126-73.2% |
| Admin fee / account holder | $19 | $1,726-98.9% | $2,520-99.3% | $5,650-99.7% |