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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 | $47,955 | $29,319+63.6% | $52,425-8.5% | $82,448-41.8% |
| Participation rate | 4.4% | 46.9%-42.4pp | 55.6%-51.2pp | 68.1%-63.6pp |
| Annual return | 27.43% | 535.20%-507.8pp | 302.12%-274.7pp | 41.64%-14.2pp |
| Employer contribution / active EE | $255 | $586-56.5% | $914-72.1% | $2,551-90.0% |
| Participant deferral / active EE | $872 | $1,171-25.5% | $1,790-51.3% | $4,139-78.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |