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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 | $7,693 | $29,319-73.8% | $52,425-85.3% | $82,448-90.7% |
| Participation rate | 61.1% | 46.9%+14.3pp | 55.6%+5.5pp | 68.1%-7.0pp |
| Annual return | 28.65% | 535.20%-506.5pp | 302.12%-273.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $603 | $586+2.8% | $914-34.1% | $2,551-76.4% |
| Participant deferral / active EE | $1,368 | $1,171+16.8% | $1,790-23.6% | $4,139-66.9% |
| Admin fee / account holder | $181 | $1,962-90.8% | $2,495-92.8% | $7,234-97.5% |