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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 | $9,345 | $29,733-68.6% | $56,025-83.3% | $80,959-88.5% |
| Participation rate | 65.5% | 41.7%+23.8pp | 52.5%+13.0pp | 67.7%-2.2pp |
| Annual return | 14.39% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $283 | $672-57.9% | $1,042-72.9% | $2,757-89.8% |
| Participant deferral / active EE | $1,952 | $1,229+58.8% | $1,955-0.1% | $4,300-54.6% |
| Admin fee / account holder | $279 | $2,434-88.5% | $2,828-90.1% | $6,925-96.0% |