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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 | $5,999 | $27,924-78.5% | $58,544-89.8% | $75,181-92.0% |
| Participation rate | 43.9% | 38.8%+5.1pp | 50.9%-7.0pp | 67.2%-23.3pp |
| Annual return | 26.26% | 44.20%-17.9pp | 4249.56%-4223.3pp | 160.69%-134.4pp |
| Employer contribution / active EE | $326 | $669-51.3% | $1,053-69.1% | $2,671-87.8% |
| Participant deferral / active EE | $1,013 | $1,202-15.7% | $1,923-47.3% | $4,126-75.4% |
| Admin fee / account holder | $18 | $1,726-98.9% | $2,520-99.3% | $5,650-99.7% |