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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 | $28,910 | $39,028-25.9% | $80,741-64.2% | $85,847-66.3% |
| Participation rate | 57.4% | 41.6%+15.9pp | 54.2%+3.3pp | 69.3%-11.9pp |
| Annual return | 19.67% | 26.31%-6.6pp | 87.30%-67.6pp | 318.61%-298.9pp |
| Employer contribution / active EE | $1,097 | $722+51.9% | $1,160-5.4% | $2,565-57.2% |
| Participant deferral / active EE | $1,951 | $1,326+47.2% | $2,145-9.0% | $3,952-50.6% |
| Admin fee / account holder | $288 | $2,429-88.1% | $3,380-91.5% | $6,261-95.4% |