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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 | $10,902 | $29,667-63.3% | $56,441-80.7% | $80,874-86.5% |
| Participation rate | 44.4% | 41.7%+2.8pp | 52.5%-8.1pp | 67.6%-23.2pp |
| Annual return | 16.09% | 35.22%-19.1pp | 1704.21%-1688.1pp | 35.62%-19.5pp |
| Employer contribution / active EE | $620 | $669-7.3% | $1,039-40.3% | $2,756-77.5% |
| Participant deferral / active EE | $1,240 | $1,227+1.1% | $1,953-36.5% | $4,297-71.1% |
| Admin fee / account holder | $40 | $2,429-98.4% | $2,829-98.6% | $6,935-99.4% |