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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 | $32,446 | $81,668-60.3% | $58,507-44.5% | $139,487-76.7% |
| Participation rate | 15.8% | 61.3%-45.6pp | 50.9%-35.1pp | 80.3%-64.5pp |
| Annual return | 77.08% | 7430.07%-7353.0pp | 4252.32%-4175.2pp | 373.84%-296.8pp |
| Employer contribution / active EE | $406 | $1,398-71.0% | $1,053-61.5% | $4,755-91.5% |
| Participant deferral / active EE | $2,674 | $2,554+4.7% | $1,922+39.1% | $6,713-60.2% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |