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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 | $31,913 | $27,943+14.2% | $58,507-45.5% | $75,177-57.5% |
| Participation rate | 8.7% | 38.8%-30.1pp | 50.9%-42.2pp | 67.2%-58.5pp |
| Annual return | 22.22% | 44.22%-22.0pp | 4252.32%-4230.1pp | 160.75%-138.5pp |
| Employer contribution / active EE | $280 | $670-58.1% | $1,053-73.4% | $2,671-89.5% |
| Participant deferral / active EE | $355 | $1,202-70.5% | $1,922-81.5% | $4,126-91.4% |
| Admin fee / account holder | $12 | $1,727-99.3% | $2,486-99.5% | $5,651-99.8% |