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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 | $29,733-71.1% | $56,025-84.7% | $80,959-89.4% |
| Participation rate | 61.9% | 41.7%+20.2pp | 52.5%+9.4pp | 67.7%-5.8pp |
| Annual return | 18.33% | 35.28%-17.0pp | 1712.69%-1694.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $811 | $672+20.8% | $1,042-22.1% | $2,757-70.6% |
| Participant deferral / active EE | $1,472 | $1,229+19.7% | $1,955-24.7% | $4,300-65.8% |
| Admin fee / account holder | $213 | $2,434-91.2% | $2,828-92.5% | $6,925-96.9% |