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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 | $29,716-63.3% | $56,077-80.6% | $80,925-86.5% |
| Participation rate | 44.4% | 41.7%+2.7pp | 52.5%-8.1pp | 67.7%-23.2pp |
| Annual return | 16.09% | 35.30%-19.2pp | 1709.28%-1693.2pp | 35.65%-19.6pp |
| Employer contribution / active EE | $620 | $671-7.6% | $1,040-40.4% | $2,756-77.5% |
| Participant deferral / active EE | $1,240 | $1,228+1.0% | $1,954-36.5% | $4,299-71.1% |
| Admin fee / account holder | $40 | $2,432-98.4% | $2,825-98.6% | $6,940-99.4% |