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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 | $6,265 | $67,823-90.8% | $52,425-88.1% | $137,256-95.4% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 18.56% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $156 | $1,163-86.6% | $914-82.9% | $4,156-96.2% |
| Participant deferral / active EE | $323 | $2,288-85.9% | $1,790-81.9% | $6,407-95.0% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |