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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 | $8,592 | $29,667-71.0% | $56,441-84.8% | $80,874-89.4% |
| Participation rate | 61.9% | 41.7%+20.2pp | 52.5%+9.4pp | 67.6%-5.7pp |
| Annual return | 18.33% | 35.22%-16.9pp | 1704.21%-1685.9pp | 35.62%-17.3pp |
| Employer contribution / active EE | $811 | $669+21.2% | $1,039-21.9% | $2,756-70.6% |
| Participant deferral / active EE | $1,472 | $1,227+20.0% | $1,953-24.6% | $4,297-65.7% |
| Admin fee / account holder | $213 | $2,429-91.2% | $2,829-92.5% | $6,935-96.9% |