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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 | $3,064 | $67,823-95.5% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 24.54% | 219.11%-194.6pp | 302.12%-277.6pp | 220.34%-195.8pp |
| Employer contribution / active EE | $359 | $1,163-69.2% | $914-60.8% | $4,156-91.4% |
| Participant deferral / active EE | $548 | $2,288-76.0% | $1,790-69.4% | $6,407-91.4% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |