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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 | $20,159 | $27,936-27.8% | $58,561-65.6% | $75,173-73.2% |
| Participation rate | 6.3% | 38.8%-32.6pp | 50.9%-44.6pp | 67.2%-61.0pp |
| Annual return | 27.15% | 44.21%-17.1pp | 4251.33%-4224.2pp | 160.72%-133.6pp |
| Employer contribution / active EE | $266 | $670-60.3% | $1,053-74.8% | $2,671-90.0% |
| Participant deferral / active EE | $291 | $1,202-75.8% | $1,923-84.9% | $4,126-92.9% |
| Admin fee / account holder | $2 | $1,727-99.9% | $2,520-99.9% | $5,651-100.0% |