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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 | $5,554 | $69,118-92.0% | $53,647-89.6% | $138,895-96.0% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 90.36% | 248.26%-157.9pp | 358.33%-268.0pp | 145.39%-55.0pp |
| Employer contribution / active EE | $521 | $1,189-56.2% | $962-45.9% | $4,194-87.6% |
| Participant deferral / active EE | $891 | $2,274-60.8% | $1,813-50.9% | $6,396-86.1% |
| Admin fee / account holder | $22 | $2,724-99.2% | $2,460-99.1% | $12,562-99.8% |