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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 | $18,343 | $27,943-34.4% | $58,507-68.6% | $75,177-75.6% |
| Participation rate | 18.2% | 38.8%-20.7pp | 50.9%-32.7pp | 67.2%-49.0pp |
| Annual return | 233.89% | 44.22%+189.7pp | 4252.32%-4018.4pp | 160.75%+73.1pp |
| Employer contribution / active EE | $211 | $670-68.5% | $1,053-80.0% | $2,671-92.1% |
| Participant deferral / active EE | $1,102 | $1,202-8.3% | $1,922-42.7% | $4,126-73.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |