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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 | $4,664 | $29,319-84.1% | $52,425-91.1% | $82,448-94.3% |
| Participation rate | 47.8% | 46.9%+1.0pp | 55.6%-7.8pp | 68.1%-20.2pp |
| Annual return | 33.53% | 535.20%-501.7pp | 302.12%-268.6pp | 41.64%-8.1pp |
| Employer contribution / active EE | $250 | $586-57.4% | $914-72.6% | $2,551-90.2% |
| Participant deferral / active EE | $662 | $1,171-43.5% | $1,790-63.0% | $4,139-84.0% |
| Admin fee / account holder | $9 | $1,962-99.6% | $2,495-99.6% | $7,234-99.9% |