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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 | $9,366 | $27,943-66.5% | $58,507-84.0% | $75,177-87.5% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 22.07% | 44.22%-22.2pp | 4252.32%-4230.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $3,546 | $670+429.6% | $1,053+236.7% | $2,671+32.8% |
| Participant deferral / active EE | $1,991 | $1,202+65.6% | $1,922+3.6% | $4,126-51.8% |
| Admin fee / account holder | $188 | $1,727-89.1% | $2,486-92.4% | $5,651-96.7% |