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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 | $17,447 | $39,028-55.3% | $80,741-78.4% | $85,856-79.7% |
| Participation rate | 48.4% | 41.6%+6.8pp | 54.2%-5.8pp | 69.3%-20.9pp |
| Annual return | 18.80% | 26.31%-7.5pp | 87.30%-68.5pp | 318.58%-299.8pp |
| Employer contribution / active EE | $1,266 | $722+75.2% | $1,160+9.1% | $2,565-50.7% |
| Participant deferral / active EE | $1,895 | $1,326+42.9% | $2,145-11.7% | $3,952-52.0% |
| Admin fee / account holder | $15 | $2,429-99.4% | $3,380-99.5% | $6,261-99.8% |