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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 | $1,727 | $29,733-94.2% | $56,025-96.9% | $80,959-97.9% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 15.24% | 35.28%-20.0pp | 1712.69%-1697.4pp | 35.67%-20.4pp |
| Employer contribution / active EE | $200 | $672-70.3% | $1,042-80.8% | $2,757-92.8% |
| Participant deferral / active EE | $376 | $1,229-69.4% | $1,955-80.7% | $4,300-91.2% |
| Admin fee / account holder | $186 | $2,434-92.3% | $2,828-93.4% | $6,925-97.3% |