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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 | $1,426 | $67,823-97.9% | $52,425-97.3% | $137,256-99.0% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 19.78% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.6pp |
| Employer contribution / active EE | $78 | $1,163-93.3% | $914-91.5% | $4,156-98.1% |
| Participant deferral / active EE | $312 | $2,288-86.4% | $1,790-82.6% | $6,407-95.1% |
| Admin fee / account holder | $241 | $2,844-91.5% | $2,495-90.3% | $12,270-98.0% |