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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 | $4,633 | $69,118-93.3% | $53,647-91.4% | $138,895-96.7% |
| Participation rate | 52.6% | 64.0%-11.3pp | 56.3%-3.6pp | 79.9%-27.3pp |
| Annual return | 17.90% | 248.26%-230.4pp | 358.33%-340.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $246 | $1,189-79.3% | $962-74.4% | $4,194-94.1% |
| Participant deferral / active EE | $254 | $2,274-88.8% | $1,813-86.0% | $6,396-96.0% |
| Admin fee / account holder | $42 | $2,724-98.5% | $2,460-98.3% | $12,562-99.7% |