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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 | $2,903 | $84,551-96.6% | $61,452-95.3% | $134,532-97.8% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | 13.05% | 585.39%-572.3pp | 338.96%-325.9pp | 418.27%-405.2pp |
| Employer contribution / active EE | $557 | $1,545-63.9% | $1,160-51.9% | $4,741-88.2% |
| Participant deferral / active EE | $567 | $2,818-79.9% | $2,125-73.3% | $6,401-91.1% |
| Admin fee / account holder | $24 | $2,587-99.1% | $2,131-98.9% | $11,429-99.8% |