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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 | $77,814-88.0% | $158,223-94.1% | $86,983-89.3% |
| Participation rate | 53.1% | 68.4%-15.3pp | 79.2%-26.1pp | 69.5%-16.4pp |
| Annual return | 797.54% | 30.54%+767.0pp | 52.09%+745.4pp | 25.83%+771.7pp |
| Employer contribution / active EE | $529 | $2,592-79.6% | $4,109-87.1% | $2,584-79.5% |
| Participant deferral / active EE | $1,331 | $3,270-59.3% | $5,467-75.6% | $4,194-68.3% |
| Admin fee / account holder | $120 | $5,879-98.0% | $16,047-99.2% | $7,856-98.5% |