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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 | $13,446 | $34,316-60.8% | $74,722-82.0% | $72,975-81.6% |
| Participation rate | 54.8% | 42.4%+12.4pp | 54.5%+0.3pp | 69.5%-14.7pp |
| Annual return | 85.21% | 26.58%+58.6pp | 753.11%-667.9pp | 81.01%+4.2pp |
| Employer contribution / active EE | $622 | $692-10.1% | $1,084-42.6% | $2,440-74.5% |
| Participant deferral / active EE | $1,340 | $1,272+5.4% | $1,963-31.7% | $3,608-62.8% |
| Admin fee / account holder | $5 | $2,125-99.8% | $3,335-99.9% | $5,124-99.9% |