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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 | $11,821 | $27,936-57.7% | $58,561-79.8% | $75,173-84.3% |
| Participation rate | 40.0% | 38.8%+1.2pp | 50.9%-10.9pp | 67.2%-27.2pp |
| Annual return | 21.98% | 44.21%-22.2pp | 4251.33%-4229.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $499 | $670-25.5% | $1,053-52.6% | $2,671-81.3% |
| Participant deferral / active EE | $1,839 | $1,202+53.0% | $1,923-4.4% | $4,126-55.4% |
| Admin fee / account holder | $89 | $1,727-94.9% | $2,520-96.5% | $5,651-98.4% |