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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 | $4,378 | $28,624-84.7% | $53,647-91.8% | $82,637-94.7% |
| Participation rate | 51.2% | 47.3%+3.9pp | 56.3%-5.1pp | 68.1%-16.9pp |
| Annual return | 24.47% | 664.98%-640.5pp | 358.33%-333.9pp | 53.51%-29.0pp |
| Employer contribution / active EE | $521 | $637-18.1% | $962-45.8% | $2,552-79.6% |
| Participant deferral / active EE | $596 | $1,196-50.2% | $1,813-67.1% | $4,126-85.6% |
| Admin fee / account holder | $22 | $2,022-98.9% | $2,460-99.1% | $7,339-99.7% |