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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 | $67,823-96.2% | $52,425-95.1% | $137,256-98.1% |
| Participation rate | 61.1% | 63.9%-2.8pp | 55.6%+5.5pp | 80.0%-18.8pp |
| Annual return | 91.88% | 219.11%-127.2pp | 302.12%-210.2pp | 220.34%-128.5pp |
| Employer contribution / active EE | $582 | $1,163-50.0% | $914-36.4% | $4,156-86.0% |
| Participant deferral / active EE | $687 | $2,288-70.0% | $1,790-61.6% | $6,407-89.3% |
| Admin fee / account holder | $13 | $2,844-99.5% | $2,495-99.5% | $12,270-99.9% |