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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 | $3,022 | $27,936-89.2% | $58,561-94.8% | $75,173-96.0% |
| Participation rate | 22.5% | 38.8%-16.3pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 22.54% | 44.21%-21.7pp | 4251.33%-4228.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $233 | $670-65.2% | $1,053-77.9% | $2,671-91.3% |
| Participant deferral / active EE | $1,168 | $1,202-2.8% | $1,923-39.3% | $4,126-71.7% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,520-99.9% | $5,651-100.0% |