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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 | $29,716-68.6% | $56,077-83.3% | $80,925-88.5% |
| Participation rate | 65.5% | 41.7%+23.8pp | 52.5%+13.0pp | 67.7%-2.1pp |
| Annual return | 14.39% | 35.30%-20.9pp | 1709.28%-1694.9pp | 35.65%-21.3pp |
| Employer contribution / active EE | $283 | $671-57.9% | $1,040-72.8% | $2,756-89.7% |
| Participant deferral / active EE | $1,952 | $1,228+58.9% | $1,954-0.1% | $4,299-54.6% |
| Admin fee / account holder | $279 | $2,432-88.5% | $2,825-90.1% | $6,940-96.0% |