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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 | $12,668 | $27,936-54.7% | $58,561-78.4% | $75,173-83.1% |
| Participation rate | 65.5% | 38.8%+26.7pp | 50.9%+14.6pp | 67.2%-1.7pp |
| Annual return | 25.58% | 44.21%-18.6pp | 4251.33%-4225.7pp | 160.72%-135.1pp |
| Employer contribution / active EE | $3,393 | $670+406.8% | $1,053+222.1% | $2,671+27.0% |
| Participant deferral / active EE | $2,129 | $1,202+77.1% | $1,923+10.7% | $4,126-48.4% |
| Admin fee / account holder | $277 | $1,727-83.9% | $2,520-89.0% | $5,651-95.1% |