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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 | $27,998 | $45,566-38.6% | $64,105-56.3% | $59,633-53.1% |
| Participation rate | 64.0% | 60.2%+3.8pp | 68.2%-4.2pp | 68.7%-4.7pp |
| Annual return | 0.80% | 4.95%-4.2pp | 791.24%-790.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $174 | $934-81.4% | $1,820-90.5% | $2,203-92.1% |
| Participant deferral / active EE | $1,413 | $2,057-31.3% | $2,822-49.9% | $3,192-55.7% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |