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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 | $26,078 | $29,319-11.1% | $52,425-50.3% | $82,448-68.4% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 29.97% | 535.20%-505.2pp | 302.12%-272.1pp | 41.64%-11.7pp |
| Employer contribution / active EE | $177 | $586-69.7% | $914-80.6% | $2,551-93.0% |
| Participant deferral / active EE | $755 | $1,171-35.5% | $1,790-57.8% | $4,139-81.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |