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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 | $8,102 | $29,319-72.4% | $52,425-84.5% | $82,448-90.2% |
| Participation rate | 63.3% | 46.9%+16.4pp | 55.6%+7.6pp | 68.1%-4.8pp |
| Annual return | 25.27% | 535.20%-509.9pp | 302.12%-276.9pp | 41.64%-16.4pp |
| Employer contribution / active EE | $1,004 | $586+71.3% | $914+9.9% | $2,551-60.6% |
| Participant deferral / active EE | $1,836 | $1,171+56.7% | $1,790+2.5% | $4,139-55.6% |
| Admin fee / account holder | $221 | $1,962-88.8% | $2,495-91.2% | $7,234-97.0% |