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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 | $25,210 | $27,943-9.8% | $58,507-56.9% | $75,177-66.5% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 33.52% | 44.22%-10.7pp | 4252.32%-4218.8pp | 160.75%-127.2pp |
| Employer contribution / active EE | $231 | $670-65.4% | $1,053-78.0% | $2,671-91.3% |
| Participant deferral / active EE | $794 | $1,202-33.9% | $1,922-58.7% | $4,126-80.8% |
| Admin fee / account holder | $40 | $1,727-97.7% | $2,486-98.4% | $5,651-99.3% |