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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 | $30,423-81.0% | $56,025-89.7% | $74,478-92.2% |
| Participation rate | 35.6% | 32.9%+2.7pp | 52.5%-16.9pp | 67.2%-31.6pp |
| Annual return | 17.74% | 24.97%-7.2pp | 1712.69%-1695.0pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $470 | $610-22.9% | $1,042-54.8% | $2,626-82.1% |
| Participant deferral / active EE | $650 | $1,176-44.7% | $1,955-66.7% | $4,350-85.1% |
| Admin fee / account holder | $294 | $2,363-87.6% | $2,828-89.6% | $1,946-84.9% |