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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 | $9,324 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 53.1% | 66.4%-13.3pp | 77.8%-24.6pp | 68.1%-14.9pp |
| Annual return | 797.54% | 39.99%+757.5pp | 62.79%+734.8pp | 41.64%+755.9pp |
| Employer contribution / active EE | $529 | $2,614-79.8% | $4,154-87.3% | $2,551-79.3% |
| Participant deferral / active EE | $1,331 | $3,214-58.6% | $5,453-75.6% | $4,139-67.8% |
| Admin fee / account holder | $120 | $6,352-98.1% | $14,116-99.1% | $7,234-98.3% |