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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 | $4,099 | $29,319-86.0% | $52,425-92.2% | $82,448-95.0% |
| Participation rate | 30.6% | 46.9%-16.3pp | 55.6%-25.0pp | 68.1%-37.5pp |
| Annual return | 18.57% | 535.20%-516.6pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $263 | $586-55.1% | $914-71.2% | $2,551-89.7% |
| Participant deferral / active EE | $565 | $1,171-51.7% | $1,790-68.4% | $4,139-86.3% |
| Admin fee / account holder | $83 | $1,962-95.8% | $2,495-96.7% | $7,234-98.8% |