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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 | $21,910 | $27,936-21.6% | $58,561-62.6% | $75,173-70.9% |
| Participation rate | 44.1% | 38.8%+5.3pp | 50.9%-6.8pp | 67.2%-23.1pp |
| Annual return | 23.40% | 44.21%-20.8pp | 4251.33%-4227.9pp | 160.72%-137.3pp |
| Employer contribution / active EE | $1,033 | $670+54.3% | $1,053-1.9% | $2,671-61.3% |
| Participant deferral / active EE | $3,769 | $1,202+213.6% | $1,923+96.0% | $4,126-8.7% |
| Admin fee / account holder | $292 | $1,727-83.1% | $2,520-88.4% | $5,651-94.8% |