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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 | $1,669 | $29,319-94.3% | $52,425-96.8% | $82,448-98.0% |
| Participation rate | 61.3% | 46.9%+14.4pp | 55.6%+5.7pp | 68.1%-6.8pp |
| Annual return | 24.61% | 535.20%-510.6pp | 302.12%-277.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $115 | $586-80.4% | $914-87.4% | $2,551-95.5% |
| Participant deferral / active EE | $556 | $1,171-52.5% | $1,790-68.9% | $4,139-86.6% |
| Admin fee / account holder | $9 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |