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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 | $23,062 | $34,316-32.8% | $74,723-69.1% | $72,976-68.4% |
| Participation rate | 44.4% | 42.4%+2.0pp | 54.5%-10.0pp | 69.5%-25.0pp |
| Annual return | 23.79% | 26.58%-2.8pp | 753.18%-729.4pp | 81.02%-57.2pp |
| Employer contribution / active EE | $914 | $692+32.1% | $1,084-15.7% | $2,440-62.5% |
| Participant deferral / active EE | $1,781 | $1,272+40.1% | $1,962-9.2% | $3,608-50.6% |
| Admin fee / account holder | $293 | $2,125-86.2% | $3,335-91.2% | $5,124-94.3% |