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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 | $2,976 | $27,936-89.3% | $58,561-94.9% | $75,173-96.0% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | 28.51% | 44.21%-15.7pp | 4251.33%-4222.8pp | 160.72%-132.2pp |
| Employer contribution / active EE | $334 | $670-50.1% | $1,053-68.3% | $2,671-87.5% |
| Participant deferral / active EE | $1,039 | $1,202-13.5% | $1,923-45.9% | $4,126-74.8% |
| Admin fee / account holder | $18 | $1,727-99.0% | $2,520-99.3% | $5,651-99.7% |