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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 | $2,072 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 68.8% | 63.9%+4.8pp | 55.6%+13.1pp | 80.0%-11.2pp |
| Annual return | 23.77% | 219.11%-195.3pp | 302.12%-278.3pp | 220.34%-196.6pp |
| Employer contribution / active EE | $179 | $1,163-84.6% | $914-80.4% | $4,156-95.7% |
| Participant deferral / active EE | $719 | $2,288-68.6% | $1,790-59.9% | $6,407-88.8% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |