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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 | $27,984 | $27,936+0.2% | $58,561-52.2% | $75,173-62.8% |
| Participation rate | 13.2% | 38.8%-25.7pp | 50.9%-37.7pp | 67.2%-54.0pp |
| Annual return | 31.12% | 44.21%-13.1pp | 4251.33%-4220.2pp | 160.72%-129.6pp |
| Employer contribution / active EE | $284 | $670-57.5% | $1,053-73.0% | $2,671-89.4% |
| Participant deferral / active EE | $1,046 | $1,202-13.0% | $1,923-45.6% | $4,126-74.7% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |