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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 | $4,708 | $67,823-93.1% | $52,425-91.0% | $137,256-96.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 28.55% | 219.11%-190.6pp | 302.12%-273.6pp | 220.34%-191.8pp |
| Employer contribution / active EE | $673 | $1,163-42.2% | $914-26.4% | $4,156-83.8% |
| Participant deferral / active EE | $1,138 | $2,288-50.3% | $1,790-36.4% | $6,407-82.2% |
| Admin fee / account holder | $25 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |