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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 | $12,681 | $90,320-86.0% | $59,496-78.7% | $125,389-89.9% |
| Participation rate | 52.9% | 68.3%-15.3pp | 54.6%-1.6pp | 83.2%-30.2pp |
| Annual return | 2.98% | 369.13%-366.2pp | 182.05%-179.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $846 | $1,792-52.8% | $1,153-26.6% | $4,866-82.6% |
| Participant deferral / active EE | $3,505 | $2,716+29.0% | $1,829+91.6% | $5,352-34.5% |
| Admin fee / account holder | $35 | $3,063-98.9% | $2,232-98.4% | $9,541-99.6% |