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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 | $15,320 | $39,798-61.5% | $67,704-77.4% | $59,633-74.3% |
| Participation rate | 67.7% | 57.4%+10.4pp | 67.5%+0.2pp | 68.7%-0.9pp |
| Annual return | 165.13% | 89.94%+75.2pp | 25.41%+139.7pp | 2041.45%-1876.3pp |
| Employer contribution / active EE | $1,032 | $1,393-25.9% | $2,559-59.7% | $2,203-53.1% |
| Participant deferral / active EE | $2,433 | $2,335+4.2% | $3,585-32.2% | $3,192-23.8% |
| Admin fee / account holder | $27 | $3,212-99.2% | $4,255-99.4% | $4,297-99.4% |