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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 | $28,844 | $108,226-73.3% | $77,513-62.8% | $158,950-81.9% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 11.85% | 31.67%-19.8pp | 54.81%-43.0pp | 302.91%-291.1pp |
| Employer contribution / active EE | $374 | $1,325-71.7% | $987-62.1% | $4,762-92.1% |
| Participant deferral / active EE | $775 | $2,456-68.5% | $1,861-58.4% | $5,983-87.1% |
| Admin fee / account holder | $161 | $3,710-95.7% | $2,859-94.4% | $11,248-98.6% |