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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 | $11,793 | $28,624-58.8% | $53,647-78.0% | $82,637-85.7% |
| Participation rate | 32.0% | 47.3%-15.3pp | 56.3%-24.3pp | 68.1%-36.1pp |
| Annual return | 24.05% | 664.98%-640.9pp | 358.33%-334.3pp | 53.51%-29.5pp |
| Employer contribution / active EE | $380 | $637-40.3% | $962-60.5% | $2,552-85.1% |
| Participant deferral / active EE | $468 | $1,196-60.9% | $1,813-74.2% | $4,126-88.7% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |