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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 | $2,238 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 43.28% | 219.11%-175.8pp | 302.12%-258.8pp | 220.34%-177.1pp |
| Employer contribution / active EE | $243 | $1,163-79.1% | $914-73.4% | $4,156-94.2% |
| Participant deferral / active EE | $1,075 | $2,288-53.0% | $1,790-40.0% | $6,407-83.2% |
| Admin fee / account holder | $114 | $2,844-96.0% | $2,495-95.4% | $12,270-99.1% |