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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 | $8,505 | $27,924-69.5% | $58,544-85.5% | $75,181-88.7% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 25.16% | 44.20%-19.0pp | 4249.56%-4224.4pp | 160.69%-135.5pp |
| Employer contribution / active EE | $582 | $669-13.0% | $1,053-44.7% | $2,671-78.2% |
| Participant deferral / active EE | $1,651 | $1,202+37.4% | $1,923-14.2% | $4,126-60.0% |
| Admin fee / account holder | $226 | $1,726-86.9% | $2,520-91.0% | $5,650-96.0% |