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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 | $11,844 | $27,943-57.6% | $58,507-79.8% | $75,177-84.2% |
| Participation rate | 42.5% | 38.8%+3.7pp | 50.9%-8.4pp | 67.2%-24.7pp |
| Annual return | 26.28% | 44.22%-17.9pp | 4252.32%-4226.0pp | 160.75%-134.5pp |
| Employer contribution / active EE | $595 | $670-11.2% | $1,053-43.5% | $2,671-77.7% |
| Participant deferral / active EE | $1,623 | $1,202+35.0% | $1,922-15.6% | $4,126-60.7% |
| Admin fee / account holder | $2 | $1,727-99.9% | $2,486-99.9% | $5,651-100.0% |