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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 | $19,298 | $32,117-39.9% | $71,089-72.9% | $64,173-69.9% |
| Participation rate | 62.5% | 42.7%+19.8pp | 54.6%+7.9pp | 69.6%-7.1pp |
| Annual return | 15.77% | -5.57%+21.3pp | 650.65%-634.9pp | 7.63%+8.1pp |
| Employer contribution / active EE | $358 | $712-49.7% | $1,088-67.1% | $2,381-85.0% |
| Participant deferral / active EE | $1,798 | $1,263+42.4% | $1,873-4.0% | $3,470-48.2% |
| Admin fee / account holder | $66 | $2,759-97.6% | $3,082-97.9% | $4,887-98.6% |