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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 | $1,728 | $29,670-94.2% | $56,054-96.9% | $80,911-97.9% |
| Participation rate | 65.5% | 41.7%+23.9pp | 52.5%+13.0pp | 67.6%-2.1pp |
| Annual return | 13.61% | 35.24%-21.6pp | 1705.95%-1692.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $154 | $670-77.0% | $1,039-85.2% | $2,756-94.4% |
| Participant deferral / active EE | $267 | $1,227-78.2% | $1,952-86.3% | $4,297-93.8% |
| Admin fee / account holder | $258 | $2,431-89.4% | $2,822-90.9% | $6,935-96.3% |