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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 | $17,695 | $27,936-36.7% | $58,561-69.8% | $75,173-76.5% |
| Participation rate | 15.9% | 38.8%-22.9pp | 50.9%-35.0pp | 67.2%-51.3pp |
| Annual return | 20.15% | 44.21%-24.1pp | 4251.33%-4231.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $297 | $670-55.7% | $1,053-71.8% | $2,671-88.9% |
| Participant deferral / active EE | $664 | $1,202-44.8% | $1,923-65.5% | $4,126-83.9% |
| Admin fee / account holder | $299 | $1,727-82.7% | $2,520-88.1% | $5,651-94.7% |