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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 | $5,897 | $39,036-84.9% | $80,784-92.7% | $85,851-93.1% |
| Participation rate | 48.0% | 41.6%+6.4pp | 54.2%-6.2pp | 69.3%-21.3pp |
| Annual return | 25.72% | 26.31%-0.6pp | 87.31%-61.6pp | 318.63%-292.9pp |
| Employer contribution / active EE | $972 | $722+34.6% | $1,160-16.2% | $2,565-62.1% |
| Participant deferral / active EE | $1,767 | $1,326+33.2% | $2,145-17.6% | $3,952-55.3% |
| Admin fee / account holder | $57 | $2,429-97.6% | $3,380-98.3% | $6,261-99.1% |