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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 | $13,763 | $27,924-50.7% | $58,544-76.5% | $75,181-81.7% |
| Participation rate | 55.8% | 38.8%+16.9pp | 50.9%+4.9pp | 67.2%-11.4pp |
| Annual return | 20.19% | 44.20%-24.0pp | 4249.56%-4229.4pp | 160.69%-140.5pp |
| Employer contribution / active EE | $621 | $669-7.2% | $1,053-41.0% | $2,671-76.7% |
| Participant deferral / active EE | $996 | $1,202-17.1% | $1,923-48.2% | $4,126-75.9% |
| Admin fee / account holder | $216 | $1,726-87.5% | $2,520-91.4% | $5,650-96.2% |