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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 | $8,395 | $34,316-75.5% | $74,723-88.8% | $72,976-88.5% |
| Participation rate | 69.2% | 42.4%+26.8pp | 54.5%+14.8pp | 69.5%-0.3pp |
| Annual return | 33.67% | 26.58%+7.1pp | 753.18%-719.5pp | 81.02%-47.3pp |
| Employer contribution / active EE | $761 | $692+10.0% | $1,084-29.8% | $2,440-68.8% |
| Participant deferral / active EE | $1,853 | $1,272+45.7% | $1,962-5.5% | $3,608-48.6% |
| Admin fee / account holder | $94 | $2,125-95.6% | $3,335-97.2% | $5,124-98.2% |