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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 | $3,560 | $81,763-95.6% | $58,561-93.9% | $139,466-97.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 261.79% | 7427.77%-7166.0pp | 4251.33%-3989.5pp | 373.66%-111.9pp |
| Employer contribution / active EE | $689 | $1,398-50.7% | $1,053-34.6% | $4,754-85.5% |
| Participant deferral / active EE | $869 | $2,555-66.0% | $1,923-54.8% | $6,712-87.1% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |