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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 | $1,586 | $67,823-97.7% | $52,425-97.0% | $137,256-98.8% |
| Participation rate | 64.3% | 63.9%+0.4pp | 55.6%+8.7pp | 80.0%-15.7pp |
| Annual return | 27.45% | 219.11%-191.7pp | 302.12%-274.7pp | 220.34%-192.9pp |
| Employer contribution / active EE | $148 | $1,163-87.2% | $914-83.8% | $4,156-96.4% |
| Participant deferral / active EE | $334 | $2,288-85.4% | $1,790-81.4% | $6,407-94.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |