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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 | $20,437 | $29,733-31.3% | $56,025-63.5% | $80,959-74.8% |
| Participation rate | 55.6% | 41.7%+13.8pp | 52.5%+3.0pp | 67.7%-12.1pp |
| Annual return | 13.96% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $634 | $672-5.6% | $1,042-39.1% | $2,757-77.0% |
| Participant deferral / active EE | $1,654 | $1,229+34.6% | $1,955-15.4% | $4,300-61.5% |
| Admin fee / account holder | $5 | $2,434-99.8% | $2,828-99.8% | $6,925-99.9% |