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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 | $6,498 | $34,316-81.1% | $74,722-91.3% | $72,975-91.1% |
| Participation rate | 36.4% | 42.4%-6.0pp | 54.5%-18.1pp | 69.5%-33.1pp |
| Annual return | 43.85% | 26.58%+17.3pp | 753.11%-709.3pp | 81.01%-37.2pp |
| Employer contribution / active EE | $359 | $692-48.1% | $1,084-66.9% | $2,440-85.3% |
| Participant deferral / active EE | $1,053 | $1,272-17.2% | $1,963-46.3% | $3,608-70.8% |
| Admin fee / account holder | $171 | $2,125-92.0% | $3,335-94.9% | $5,124-96.7% |