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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 | $8,058 | $28,624-71.8% | $53,647-85.0% | $82,637-90.2% |
| Participation rate | 66.7% | 47.3%+19.4pp | 56.3%+10.4pp | 68.1%-1.4pp |
| Annual return | 31.84% | 664.98%-633.1pp | 358.33%-326.5pp | 53.51%-21.7pp |
| Employer contribution / active EE | $608 | $637-4.5% | $962-36.8% | $2,552-76.2% |
| Participant deferral / active EE | $1,907 | $1,196+59.5% | $1,813+5.2% | $4,126-53.8% |
| Admin fee / account holder | $172 | $2,022-91.5% | $2,460-93.0% | $7,339-97.7% |