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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 | $29,670-31.1% | $56,054-63.5% | $80,911-74.7% |
| Participation rate | 55.6% | 41.7%+13.9pp | 52.5%+3.1pp | 67.6%-12.1pp |
| Annual return | 13.96% | 35.24%-21.3pp | 1705.95%-1692.0pp | 35.63%-21.7pp |
| Employer contribution / active EE | $634 | $670-5.3% | $1,039-39.0% | $2,756-77.0% |
| Participant deferral / active EE | $1,654 | $1,227+34.8% | $1,952-15.3% | $4,297-61.5% |
| Admin fee / account holder | $5 | $2,431-99.8% | $2,822-99.8% | $6,935-99.9% |