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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 | $11,918 | $31,679-62.4% | $74,722-84.1% | $65,185-81.7% |
| Participation rate | 16.0% | 40.4%-24.3pp | 54.5%-38.4pp | 70.2%-54.2pp |
| Annual return | 34.55% | 39.04%-4.5pp | 753.11%-718.6pp | 29.38%+5.2pp |
| Employer contribution / active EE | $383 | $566-32.3% | $1,084-64.6% | $2,177-82.4% |
| Participant deferral / active EE | $845 | $1,191-29.1% | $1,963-57.0% | $3,514-76.0% |
| Admin fee / account holder | $61 | $379-83.8% | $3,335-98.2% | $847-92.8% |