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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 | $19,024 | $27,943-31.9% | $58,507-67.5% | $75,177-74.7% |
| Participation rate | 59.5% | 38.8%+20.6pp | 50.9%+8.6pp | 67.2%-7.7pp |
| Annual return | 22.38% | 44.22%-21.8pp | 4252.32%-4229.9pp | 160.75%-138.4pp |
| Employer contribution / active EE | $692 | $670+3.4% | $1,053-34.3% | $2,671-74.1% |
| Participant deferral / active EE | $2,158 | $1,202+79.6% | $1,922+12.3% | $4,126-47.7% |
| Admin fee / account holder | $98 | $1,727-94.3% | $2,486-96.1% | $5,651-98.3% |