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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 | $4,758 | $29,716-84.0% | $56,077-91.5% | $80,925-94.1% |
| Participation rate | 61.5% | 41.7%+19.8pp | 52.5%+9.0pp | 67.7%-6.2pp |
| Annual return | 13.72% | 35.30%-21.6pp | 1709.28%-1695.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $284 | $671-57.6% | $1,040-72.7% | $2,756-89.7% |
| Participant deferral / active EE | $669 | $1,228-45.6% | $1,954-65.8% | $4,299-84.4% |
| Admin fee / account holder | $121 | $2,432-95.0% | $2,825-95.7% | $6,940-98.3% |