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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 | $7,118 | $34,316-79.3% | $74,722-90.5% | $72,975-90.2% |
| Participation rate | 52.0% | 42.4%+9.6pp | 54.5%-2.5pp | 69.5%-17.5pp |
| Annual return | 24.29% | 26.58%-2.3pp | 753.11%-728.8pp | 81.01%-56.7pp |
| Employer contribution / active EE | $285 | $692-58.7% | $1,084-73.7% | $2,440-88.3% |
| Participant deferral / active EE | $711 | $1,272-44.1% | $1,963-63.8% | $3,608-80.3% |
| Admin fee / account holder | $195 | $2,125-90.8% | $3,335-94.1% | $5,124-96.2% |