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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 | $29,498 | $81,763-63.9% | $58,561-49.6% | $139,466-78.8% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 31.74% | 7427.77%-7396.0pp | 4251.33%-4219.6pp | 373.66%-341.9pp |
| Employer contribution / active EE | $235 | $1,398-83.2% | $1,053-77.7% | $4,754-95.1% |
| Participant deferral / active EE | $1,646 | $2,555-35.6% | $1,923-14.4% | $6,712-75.5% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |