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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 | $27,945 | $81,763-65.8% | $58,561-52.3% | $139,466-80.0% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 23.04% | 7427.77%-7404.7pp | 4251.33%-4228.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $204 | $1,398-85.4% | $1,053-80.6% | $4,754-95.7% |
| Participant deferral / active EE | $1,350 | $2,555-47.2% | $1,923-29.8% | $6,712-79.9% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |