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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 | $5,552 | $69,118-92.0% | $53,647-89.7% | $138,895-96.0% |
| Participation rate | 36.4% | 64.0%-27.6pp | 56.3%-19.9pp | 79.9%-43.6pp |
| Annual return | 20.03% | 248.26%-228.2pp | 358.33%-338.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $141 | $1,189-88.2% | $962-85.4% | $4,194-96.6% |
| Participant deferral / active EE | $424 | $2,274-81.4% | $1,813-76.6% | $6,396-93.4% |
| Admin fee / account holder | $56 | $2,724-98.0% | $2,460-97.7% | $12,562-99.6% |