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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 | $16,449 | $28,624-42.5% | $53,647-69.3% | $82,637-80.1% |
| Participation rate | 58.1% | 47.3%+10.8pp | 56.3%+1.8pp | 68.1%-9.9pp |
| Annual return | 25.02% | 664.98%-640.0pp | 358.33%-333.3pp | 53.51%-28.5pp |
| Employer contribution / active EE | $1,891 | $637+197.0% | $962+96.5% | $2,552-25.9% |
| Participant deferral / active EE | $603 | $1,196-49.6% | $1,813-66.7% | $4,126-85.4% |
| Admin fee / account holder | $274 | $2,022-86.4% | $2,460-88.8% | $7,339-96.3% |