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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 | $18,396 | $27,943-34.2% | $58,507-68.6% | $75,177-75.5% |
| Participation rate | 13.8% | 38.8%-25.1pp | 50.9%-37.1pp | 67.2%-53.4pp |
| Annual return | 35.07% | 44.22%-9.2pp | 4252.32%-4217.3pp | 160.75%-125.7pp |
| Employer contribution / active EE | $205 | $670-69.4% | $1,053-80.5% | $2,671-92.3% |
| Participant deferral / active EE | $1,024 | $1,202-14.8% | $1,922-46.7% | $4,126-75.2% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |