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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 | $3,338 | $29,670-88.7% | $56,054-94.0% | $80,911-95.9% |
| Participation rate | 59.3% | 41.7%+17.6pp | 52.5%+6.8pp | 67.6%-8.4pp |
| Annual return | 205.79% | 35.24%+170.5pp | 1705.95%-1500.2pp | 35.63%+170.2pp |
| Employer contribution / active EE | $209 | $670-68.8% | $1,039-79.9% | $2,756-92.4% |
| Participant deferral / active EE | $1,746 | $1,227+42.3% | $1,952-10.6% | $4,297-59.4% |
| Admin fee / account holder | $4 | $2,431-99.8% | $2,822-99.8% | $6,935-99.9% |