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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 | $12,517 | $49,891-74.9% | $80,607-84.5% | $75,181-83.4% |
| Participation rate | 65.9% | 55.3%+10.5pp | 67.0%-1.2pp | 67.2%-1.3pp |
| Annual return | 129.48% | 34.67%+94.8pp | 936.11%-806.6pp | 160.69%-31.2pp |
| Employer contribution / active EE | $484 | $1,698-71.5% | $2,724-82.2% | $2,671-81.9% |
| Participant deferral / active EE | $2,923 | $2,991-2.3% | $4,448-34.3% | $4,126-29.2% |
| Admin fee / account holder | $108 | $3,578-97.0% | $5,379-98.0% | $5,650-98.1% |