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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 | $40,416 | $39,028+3.6% | $80,741-49.9% | $85,856-52.9% |
| Participation rate | 6.3% | 41.6%-35.3pp | 54.2%-47.9pp | 69.3%-63.1pp |
| Annual return | 18.74% | 26.31%-7.6pp | 87.30%-68.6pp | 318.58%-299.8pp |
| Employer contribution / active EE | $181 | $722-74.9% | $1,160-84.4% | $2,565-92.9% |
| Participant deferral / active EE | $909 | $1,326-31.4% | $2,145-57.6% | $3,952-77.0% |
| Admin fee / account holder | $225 | $2,429-90.7% | $3,380-93.4% | $6,261-96.4% |