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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 | $5,776 | $34,932-83.5% | $56,441-89.8% | $74,546-92.3% |
| Participation rate | 35.6% | 32.9%+2.7pp | 52.5%-16.9pp | 67.2%-31.6pp |
| Annual return | 17.74% | 24.90%-7.2pp | 1704.21%-1686.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $470 | $608-22.7% | $1,039-54.7% | $2,624-82.1% |
| Participant deferral / active EE | $650 | $1,173-44.6% | $1,953-66.7% | $4,347-85.0% |
| Admin fee / account holder | $294 | $2,359-87.5% | $2,829-89.6% | $1,944-84.9% |