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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 | $28,624-81.1% | $53,647-89.9% | $82,637-93.5% |
| Participation rate | 60.6% | 47.3%+13.3pp | 56.3%+4.3pp | 68.1%-7.5pp |
| Annual return | 15.86% | 664.98%-649.1pp | 358.33%-342.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $404 | $637-36.5% | $962-58.0% | $2,552-84.2% |
| Participant deferral / active EE | $720 | $1,196-39.8% | $1,813-60.3% | $4,126-82.6% |
| Admin fee / account holder | $263 | $2,022-87.0% | $2,460-89.3% | $7,339-96.4% |