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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 | $24,442 | $27,936-12.5% | $58,561-58.3% | $75,173-67.5% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 19.33% | 44.21%-24.9pp | 4251.33%-4232.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $553 | $670-17.4% | $1,053-47.5% | $2,671-79.3% |
| Participant deferral / active EE | $1,832 | $1,202+52.4% | $1,923-4.8% | $4,126-55.6% |
| Admin fee / account holder | $1 | $1,727-99.9% | $2,520-100.0% | $5,651-100.0% |