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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 | $3,793 | $29,319-87.1% | $52,425-92.8% | $82,448-95.4% |
| Participation rate | 60.4% | 46.9%+13.6pp | 55.6%+4.8pp | 68.1%-7.7pp |
| Annual return | 41.16% | 535.20%-494.0pp | 302.12%-261.0pp | 41.64%-0.5pp |
| Employer contribution / active EE | $479 | $586-18.2% | $914-47.6% | $2,551-81.2% |
| Participant deferral / active EE | $1,029 | $1,171-12.1% | $1,790-42.5% | $4,139-75.1% |
| Admin fee / account holder | $33 | $1,962-98.3% | $2,495-98.7% | $7,234-99.5% |