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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 | $1,325 | $67,823-98.0% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 13.77% | 219.11%-205.3pp | 302.12%-288.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $109 | $1,163-90.6% | $914-88.0% | $4,156-97.4% |
| Participant deferral / active EE | $261 | $2,288-88.6% | $1,790-85.4% | $6,407-95.9% |
| Admin fee / account holder | $64 | $2,844-97.7% | $2,495-97.4% | $12,270-99.5% |