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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 | $5,648 | $29,319-80.7% | $52,425-89.2% | $82,448-93.1% |
| Participation rate | 62.2% | 46.9%+15.3pp | 55.6%+6.5pp | 68.1%-5.9pp |
| Annual return | 28.27% | 535.20%-506.9pp | 302.12%-273.9pp | 41.64%-13.4pp |
| Employer contribution / active EE | $607 | $586+3.4% | $914-33.6% | $2,551-76.2% |
| Participant deferral / active EE | $1,474 | $1,171+25.9% | $1,790-17.7% | $4,139-64.4% |
| Admin fee / account holder | $23 | $1,962-98.8% | $2,495-99.1% | $7,234-99.7% |