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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 | $2,001 | $29,319-93.2% | $52,425-96.2% | $82,448-97.6% |
| Participation rate | 57.1% | 46.9%+10.3pp | 55.6%+1.5pp | 68.1%-10.9pp |
| Annual return | 27.40% | 535.20%-507.8pp | 302.12%-274.7pp | 41.64%-14.2pp |
| Employer contribution / active EE | $194 | $586-67.0% | $914-78.8% | $2,551-92.4% |
| Participant deferral / active EE | $603 | $1,171-48.5% | $1,790-66.3% | $4,139-85.4% |
| Admin fee / account holder | $42 | $1,962-97.8% | $2,495-98.3% | $7,234-99.4% |