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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 | $17,809 | $27,924-36.2% | $58,544-69.6% | $75,181-76.3% |
| Participation rate | 22.5% | 38.8%-16.3pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 44.74% | 44.20%+0.5pp | 4249.56%-4204.8pp | 160.69%-115.9pp |
| Employer contribution / active EE | $528 | $669-21.1% | $1,053-49.9% | $2,671-80.2% |
| Participant deferral / active EE | $1,578 | $1,202+31.3% | $1,923-18.0% | $4,126-61.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |