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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 | $12,473 | $34,316-63.7% | $74,723-83.3% | $72,976-82.9% |
| Participation rate | 53.8% | 42.4%+11.4pp | 54.5%-0.6pp | 69.5%-15.6pp |
| Annual return | 34.29% | 26.58%+7.7pp | 753.18%-718.9pp | 81.02%-46.7pp |
| Employer contribution / active EE | $1,000 | $692+44.5% | $1,084-7.8% | $2,440-59.0% |
| Participant deferral / active EE | $2,991 | $1,272+135.2% | $1,962+52.5% | $3,608-17.1% |
| Admin fee / account holder | $54 | $2,125-97.5% | $3,335-98.4% | $5,124-98.9% |