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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 | $29,716-62.5% | $56,077-80.1% | $80,925-86.2% |
| Participation rate | 58.1% | 41.7%+16.4pp | 52.5%+5.6pp | 67.7%-9.6pp |
| Annual return | 14.80% | 35.30%-20.5pp | 1709.28%-1694.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,271 | $671+89.4% | $1,040+22.2% | $2,756-53.9% |
| Participant deferral / active EE | $1,990 | $1,228+62.0% | $1,954+1.8% | $4,299-53.7% |
| Admin fee / account holder | $92 | $2,432-96.2% | $2,825-96.8% | $6,940-98.7% |