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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 | $1,507 | $67,823-97.8% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 64.7% | 63.9%+0.8pp | 55.6%+9.1pp | 80.0%-15.3pp |
| Annual return | 25.53% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $137 | $1,163-88.2% | $914-85.0% | $4,156-96.7% |
| Participant deferral / active EE | $550 | $2,288-76.0% | $1,790-69.3% | $6,407-91.4% |
| Admin fee / account holder | $278 | $2,844-90.2% | $2,495-88.8% | $12,270-97.7% |