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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 | $8,969 | $27,943-67.9% | $58,507-84.7% | $75,177-88.1% |
| Participation rate | 36.4% | 38.8%-2.5pp | 50.9%-14.5pp | 67.2%-30.8pp |
| Annual return | 27.22% | 44.22%-17.0pp | 4252.32%-4225.1pp | 160.75%-133.5pp |
| Employer contribution / active EE | $615 | $670-8.2% | $1,053-41.6% | $2,671-77.0% |
| Participant deferral / active EE | $1,062 | $1,202-11.6% | $1,922-44.7% | $4,126-74.3% |
| Admin fee / account holder | $57 | $1,727-96.7% | $2,486-97.7% | $5,651-99.0% |