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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 | $12,090 | $35,183-65.6% | $73,550-83.6% | $70,126-82.8% |
| Participation rate | 23.4% | 42.9%-19.5pp | 54.9%-31.5pp | 69.5%-46.1pp |
| Annual return | 132.67% | 26.90%+105.8pp | -15.16%+147.8pp | 73.15%+59.5pp |
| Employer contribution / active EE | $353 | $709-50.2% | $1,219-71.0% | $2,343-84.9% |
| Participant deferral / active EE | $427 | $1,220-65.0% | $1,804-76.3% | $3,332-87.2% |
| Admin fee / account holder | $136 | $2,302-94.1% | $2,320-94.2% | $4,645-97.1% |