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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 | $8,315 | $34,316-75.8% | $74,723-88.9% | $72,976-88.6% |
| Participation rate | 69.4% | 42.4%+26.9pp | 54.5%+14.9pp | 69.5%-0.1pp |
| Annual return | 29.25% | 26.58%+2.7pp | 753.18%-723.9pp | 81.02%-51.8pp |
| Employer contribution / active EE | $1,022 | $692+47.7% | $1,084-5.8% | $2,440-58.1% |
| Participant deferral / active EE | $2,086 | $1,272+64.1% | $1,962+6.4% | $3,608-42.2% |
| Admin fee / account holder | $87 | $2,125-95.9% | $3,335-97.4% | $5,124-98.3% |