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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 | $21,229 | $34,316-38.1% | $74,722-71.6% | $72,975-70.9% |
| Participation rate | 69.8% | 42.4%+27.4pp | 54.5%+15.4pp | 69.5%+0.4pp |
| Annual return | 19.73% | 26.58%-6.8pp | 753.11%-733.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $379 | $692-45.2% | $1,084-65.1% | $2,440-84.5% |
| Participant deferral / active EE | $1,279 | $1,272+0.5% | $1,963-34.9% | $3,608-64.6% |
| Admin fee / account holder | $252 | $2,125-88.1% | $3,335-92.4% | $5,124-95.1% |