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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 | $9,845 | $49,897-80.3% | $80,648-87.8% | $75,177-86.9% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 29.46% | 34.68%-5.2pp | 937.21%-907.8pp | 160.75%-131.3pp |
| Employer contribution / active EE | $1,019 | $1,699-40.0% | $2,724-62.6% | $2,671-61.8% |
| Participant deferral / active EE | $2,333 | $2,992-22.0% | $4,443-47.5% | $4,126-43.5% |
| Admin fee / account holder | $59 | $3,579-98.4% | $5,382-98.9% | $5,651-99.0% |