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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 | $13,967 | $34,316-59.3% | $74,722-81.3% | $72,975-80.9% |
| Participation rate | 37.9% | 42.4%-4.5pp | 54.5%-16.5pp | 69.5%-31.6pp |
| Annual return | 25.47% | 26.58%-1.1pp | 753.11%-727.6pp | 81.01%-55.5pp |
| Employer contribution / active EE | $365 | $692-47.2% | $1,084-66.3% | $2,440-85.0% |
| Participant deferral / active EE | $1,691 | $1,272+32.9% | $1,963-13.9% | $3,608-53.1% |
| Admin fee / account holder | $86 | $2,125-96.0% | $3,335-97.4% | $5,124-98.3% |