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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 | $3,908 | $27,936-86.0% | $58,561-93.3% | $75,173-94.8% |
| Participation rate | 29.8% | 38.8%-9.1pp | 50.9%-21.1pp | 67.2%-37.4pp |
| Annual return | 70.50% | 44.21%+26.3pp | 4251.33%-4180.8pp | 160.72%-90.2pp |
| Employer contribution / active EE | $223 | $670-66.7% | $1,053-78.8% | $2,671-91.7% |
| Participant deferral / active EE | $730 | $1,202-39.3% | $1,923-62.0% | $4,126-82.3% |
| Admin fee / account holder | $9 | $1,727-99.5% | $2,520-99.7% | $5,651-99.8% |