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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 | $11,747 | $39,028-69.9% | $80,741-85.5% | $85,847-86.3% |
| Participation rate | 51.9% | 41.6%+10.3pp | 54.2%-2.3pp | 69.3%-17.5pp |
| Annual return | 21.91% | 26.31%-4.4pp | 87.30%-65.4pp | 318.61%-296.7pp |
| Employer contribution / active EE | $500 | $722-30.7% | $1,160-56.9% | $2,565-80.5% |
| Participant deferral / active EE | $2,508 | $1,326+89.1% | $2,145+16.9% | $3,952-36.6% |
| Admin fee / account holder | $115 | $2,429-95.3% | $3,380-96.6% | $6,261-98.2% |