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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 | $4,509 | $29,319-84.6% | $52,425-91.4% | $82,448-94.5% |
| Participation rate | 64.0% | 46.9%+17.1pp | 55.6%+8.4pp | 68.1%-4.1pp |
| Annual return | 20.22% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $280 | $586-52.3% | $914-69.4% | $2,551-89.0% |
| Participant deferral / active EE | $654 | $1,171-44.1% | $1,790-63.5% | $4,139-84.2% |
| Admin fee / account holder | $222 | $1,962-88.7% | $2,495-91.1% | $7,234-96.9% |