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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 | $13,007 | $31,679-58.9% | $74,719-82.6% | $65,185-80.0% |
| Participation rate | 38.5% | 40.4%-1.9pp | 54.5%-16.0pp | 70.2%-31.7pp |
| Annual return | 27.45% | 39.04%-11.6pp | 753.05%-725.6pp | 29.38%-1.9pp |
| Employer contribution / active EE | $577 | $566+2.0% | $1,084-46.7% | $2,177-73.5% |
| Participant deferral / active EE | $1,476 | $1,191+23.9% | $1,963-24.8% | $3,514-58.0% |
| Admin fee / account holder | $209 | $379-44.7% | $3,334-93.7% | $847-75.3% |