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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 | $69,118-85.5% | $53,647-81.4% | $138,895-92.8% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 22.73% | 248.26%-225.5pp | 358.33%-335.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $775 | $1,189-34.8% | $962-19.4% | $4,194-81.5% |
| Participant deferral / active EE | $2,260 | $2,274-0.6% | $1,813+24.7% | $6,396-64.7% |
| Admin fee / account holder | $188 | $2,724-93.1% | $2,460-92.4% | $12,562-98.5% |