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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 | $8,513 | $27,936-69.5% | $58,561-85.5% | $75,173-88.7% |
| Participation rate | 61.5% | 38.8%+22.7pp | 50.9%+10.7pp | 67.2%-5.7pp |
| Annual return | 24.09% | 44.21%-20.1pp | 4251.33%-4227.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $914 | $670+36.5% | $1,053-13.3% | $2,671-65.8% |
| Participant deferral / active EE | $1,700 | $1,202+41.4% | $1,923-11.6% | $4,126-58.8% |
| Admin fee / account holder | $33 | $1,727-98.1% | $2,520-98.7% | $5,651-99.4% |