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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 | $32,549 | $27,943+16.5% | $58,507-44.4% | $75,177-56.7% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 27.45% | 44.22%-16.8pp | 4252.32%-4224.9pp | 160.75%-133.3pp |
| Employer contribution / active EE | $733 | $670+9.4% | $1,053-30.4% | $2,671-72.6% |
| Participant deferral / active EE | $2,610 | $1,202+117.2% | $1,922+35.8% | $4,126-36.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |