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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 | $23,690 | $52,353-54.8% | $120,225-80.3% | $82,448-71.3% |
| Participation rate | 60.7% | 58.3%+2.4pp | 69.6%-8.9pp | 68.1%-7.4pp |
| Annual return | 33.84% | 61.85%-28.0pp | 439.23%-405.4pp | 41.64%-7.8pp |
| Employer contribution / active EE | $1,528 | $1,510+1.2% | $3,475-56.0% | $2,551-40.1% |
| Participant deferral / active EE | $2,147 | $2,627-18.3% | $3,999-46.3% | $4,139-48.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |