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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 | $5,399 | $29,319-81.6% | $52,425-89.7% | $82,448-93.5% |
| Participation rate | 60.6% | 46.9%+13.7pp | 55.6%+4.9pp | 68.1%-7.5pp |
| Annual return | 15.86% | 535.20%-519.3pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $404 | $586-31.0% | $914-55.8% | $2,551-84.1% |
| Participant deferral / active EE | $720 | $1,171-38.5% | $1,790-59.8% | $4,139-82.6% |
| Admin fee / account holder | $263 | $1,962-86.6% | $2,495-89.5% | $7,234-96.4% |