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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 | $29,716-71.1% | $56,077-84.7% | $80,925-89.4% |
| Participation rate | 61.9% | 41.7%+20.2pp | 52.5%+9.4pp | 67.7%-5.8pp |
| Annual return | 18.33% | 35.30%-17.0pp | 1709.28%-1690.9pp | 35.65%-17.3pp |
| Employer contribution / active EE | $811 | $671+20.9% | $1,040-22.0% | $2,756-70.6% |
| Participant deferral / active EE | $1,472 | $1,228+19.8% | $1,954-24.7% | $4,299-65.8% |
| Admin fee / account holder | $213 | $2,432-91.2% | $2,825-92.4% | $6,940-96.9% |