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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 | $6,313 | $27,943-77.4% | $58,507-89.2% | $75,177-91.6% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 35.77% | 44.22%-8.5pp | 4252.32%-4216.6pp | 160.75%-125.0pp |
| Employer contribution / active EE | $564 | $670-15.7% | $1,053-46.4% | $2,671-78.9% |
| Participant deferral / active EE | $1,129 | $1,202-6.1% | $1,922-41.3% | $4,126-72.6% |
| Admin fee / account holder | $115 | $1,727-93.3% | $2,486-95.4% | $5,651-98.0% |