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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 | $21,792 | $107,030-79.6% | $73,550-70.4% | $147,586-85.2% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 17.26% | 38.25%-21.0pp | -15.16%+32.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $464 | $1,760-73.7% | $1,219-62.0% | $4,876-90.5% |
| Participant deferral / active EE | $2,581 | $2,458+5.0% | $1,804+43.0% | $5,439-52.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |