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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 | $1,393 | $29,319-95.2% | $52,425-97.3% | $82,448-98.3% |
| Participation rate | 53.2% | 46.9%+6.3pp | 55.6%-2.4pp | 68.1%-14.9pp |
| Annual return | 25.23% | 535.20%-510.0pp | 302.12%-276.9pp | 41.64%-16.4pp |
| Employer contribution / active EE | $153 | $586-74.0% | $914-83.3% | $2,551-94.0% |
| Participant deferral / active EE | $531 | $1,171-54.7% | $1,790-70.3% | $4,139-87.2% |
| Admin fee / account holder | $72 | $1,962-96.3% | $2,495-97.1% | $7,234-99.0% |