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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 | $8,087 | $27,936-71.1% | $58,561-86.2% | $75,173-89.2% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | 36.76% | 44.21%-7.5pp | 4251.33%-4214.6pp | 160.72%-124.0pp |
| Employer contribution / active EE | $868 | $670+29.6% | $1,053-17.6% | $2,671-67.5% |
| Participant deferral / active EE | $2,512 | $1,202+109.0% | $1,923+30.6% | $4,126-39.1% |
| Admin fee / account holder | $262 | $1,727-84.8% | $2,520-89.6% | $5,651-95.4% |