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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 | $11,134 | $29,733-62.6% | $56,025-80.1% | $80,959-86.2% |
| Participation rate | 58.1% | 41.7%+16.3pp | 52.5%+5.6pp | 67.7%-9.6pp |
| Annual return | 14.80% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,271 | $672+89.2% | $1,042+22.0% | $2,757-53.9% |
| Participant deferral / active EE | $1,990 | $1,229+61.9% | $1,955+1.8% | $4,300-53.7% |
| Admin fee / account holder | $92 | $2,434-96.2% | $2,828-96.8% | $6,925-98.7% |