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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 | $47,769 | $27,936+71.0% | $58,561-18.4% | $75,173-36.5% |
| Participation rate | 2.6% | 38.8%-36.3pp | 50.9%-48.3pp | 67.2%-64.6pp |
| Annual return | 27.16% | 44.21%-17.1pp | 4251.33%-4224.2pp | 160.72%-133.6pp |
| Employer contribution / active EE | $86 | $670-87.1% | $1,053-91.8% | $2,671-96.8% |
| Participant deferral / active EE | $399 | $1,202-66.8% | $1,923-79.2% | $4,126-90.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |