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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 | $2,590 | $104,650-97.5% | $83,854-96.9% | $155,188-98.3% |
| Participation rate | 61.1% | 65.1%-4.0pp | 59.1%+2.0pp | 80.8%-19.7pp |
| Annual return | 91.88% | 28.97%+62.9pp | 31.39%+60.5pp | 148.84%-57.0pp |
| Employer contribution / active EE | $582 | $1,196-51.4% | $1,017-42.8% | $4,248-86.3% |
| Participant deferral / active EE | $687 | $2,367-71.0% | $2,035-66.2% | $6,531-89.5% |
| Admin fee / account holder | $13 | $3,518-99.6% | $3,197-99.6% | $14,480-99.9% |