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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 | $138,850 | $27,936+397.0% | $58,561+137.1% | $75,173+84.7% |
| Participation rate | 3.4% | 38.8%-35.4pp | 50.9%-47.4pp | 67.2%-63.8pp |
| Annual return | 23.74% | 44.21%-20.5pp | 4251.33%-4227.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $175 | $670-73.9% | $1,053-83.4% | $2,671-93.5% |
| Participant deferral / active EE | $769 | $1,202-36.0% | $1,923-60.0% | $4,126-81.4% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |