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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 | $9,672 | $34,316-71.8% | $74,719-87.1% | $72,983-86.7% |
| Participation rate | 68.3% | 42.4%+25.9pp | 54.5%+13.8pp | 69.5%-1.2pp |
| Annual return | 24.64% | 26.58%-1.9pp | 753.05%-728.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $792 | $692+14.5% | $1,084-27.0% | $2,440-67.5% |
| Participant deferral / active EE | $1,173 | $1,272-7.8% | $1,963-40.3% | $3,608-67.5% |
| Admin fee / account holder | $214 | $2,125-89.9% | $3,334-93.6% | $5,124-95.8% |