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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 | $7,338 | $27,924-73.7% | $58,544-87.5% | $75,181-90.2% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 25.19% | 44.20%-19.0pp | 4249.56%-4224.4pp | 160.69%-135.5pp |
| Employer contribution / active EE | $313 | $669-53.3% | $1,053-70.3% | $2,671-88.3% |
| Participant deferral / active EE | $384 | $1,202-68.1% | $1,923-80.1% | $4,126-90.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |