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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 | $29,733-63.3% | $56,025-80.5% | $80,959-86.5% |
| Participation rate | 44.4% | 41.7%+2.7pp | 52.5%-8.1pp | 67.7%-23.2pp |
| Annual return | 16.09% | 35.28%-19.2pp | 1712.69%-1696.6pp | 35.67%-19.6pp |
| Employer contribution / active EE | $620 | $672-7.7% | $1,042-40.5% | $2,757-77.5% |
| Participant deferral / active EE | $1,240 | $1,229+0.9% | $1,955-36.5% | $4,300-71.2% |
| Admin fee / account holder | $40 | $2,434-98.4% | $2,828-98.6% | $6,925-99.4% |