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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 | $94,439-97.3% | $73,658-96.5% | $154,746-98.3% |
| Participation rate | 61.1% | 64.7%-3.6pp | 57.0%+4.1pp | 80.7%-19.6pp |
| Annual return | 91.88% | 28.25%+63.6pp | 29.72%+62.2pp | 172.34%-80.5pp |
| Employer contribution / active EE | $582 | $1,257-53.7% | $1,032-43.6% | $4,379-86.7% |
| Participant deferral / active EE | $687 | $2,527-72.8% | $2,062-66.7% | $6,730-89.8% |
| Admin fee / account holder | $13 | $3,843-99.7% | $3,357-99.6% | $14,365-99.9% |