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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 | $9,996 | $67,823-85.3% | $52,425-80.9% | $137,256-92.7% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 22.73% | 219.11%-196.4pp | 302.12%-279.4pp | 220.34%-197.6pp |
| Employer contribution / active EE | $775 | $1,163-33.3% | $914-15.2% | $4,156-81.3% |
| Participant deferral / active EE | $2,260 | $2,288-1.2% | $1,790+26.2% | $6,407-64.7% |
| Admin fee / account holder | $188 | $2,844-93.4% | $2,495-92.5% | $12,270-98.5% |