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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 | $2,717 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 10.06% | 219.11%-209.0pp | 302.12%-292.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $326 | $2,288-85.7% | $1,790-81.8% | $6,407-94.9% |
| Admin fee / account holder | $166 | $2,844-94.2% | $2,495-93.4% | $12,270-98.6% |