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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 | $12,692 | $39,036-67.5% | $80,784-84.3% | $85,851-85.2% |
| Participation rate | 61.5% | 41.6%+20.0pp | 54.2%+7.4pp | 69.3%-7.8pp |
| Annual return | 18.22% | 26.31%-8.1pp | 87.31%-69.1pp | 318.63%-300.4pp |
| Employer contribution / active EE | $1,014 | $722+40.3% | $1,160-12.6% | $2,565-60.5% |
| Participant deferral / active EE | $2,712 | $1,326+104.5% | $2,145+26.4% | $3,952-31.4% |
| Admin fee / account holder | $228 | $2,429-90.6% | $3,380-93.2% | $6,261-96.4% |