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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 | $6,347 | $110,551-94.3% | $80,741-92.1% | $167,536-96.2% |
| Participation rate | 47.1% | 64.0%-16.9pp | 54.2%-7.1pp | 82.1%-35.1pp |
| Annual return | 41.62% | 120.57%-79.0pp | 87.30%-45.7pp | 478.82%-437.2pp |
| Employer contribution / active EE | $498 | $1,543-67.7% | $1,160-57.1% | $4,839-89.7% |
| Participant deferral / active EE | $1,656 | $2,870-42.3% | $2,145-22.8% | $6,342-73.9% |
| Admin fee / account holder | $158 | $4,547-96.5% | $3,380-95.3% | $12,315-98.7% |