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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 | $12,449 | $35,183-64.6% | $73,550-83.1% | $70,126-82.2% |
| Participation rate | 46.4% | 42.9%+3.5pp | 54.9%-8.5pp | 69.5%-23.1pp |
| Annual return | 119.84% | 26.90%+92.9pp | -15.16%+135.0pp | 73.15%+46.7pp |
| Employer contribution / active EE | $595 | $709-16.0% | $1,219-51.2% | $2,343-74.6% |
| Participant deferral / active EE | $1,398 | $1,220+14.6% | $1,804-22.5% | $3,332-58.1% |
| Admin fee / account holder | $142 | $2,302-93.8% | $2,320-93.9% | $4,645-96.9% |