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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 | $15,211 | $39,028-61.0% | $80,741-81.2% | $85,847-82.3% |
| Participation rate | 25.0% | 41.6%-16.6pp | 54.2%-29.2pp | 69.3%-44.3pp |
| Annual return | 18.56% | 26.31%-7.8pp | 87.30%-68.7pp | 318.61%-300.0pp |
| Employer contribution / active EE | $337 | $722-53.4% | $1,160-71.0% | $2,565-86.9% |
| Participant deferral / active EE | $1,760 | $1,326+32.7% | $2,145-18.0% | $3,952-55.5% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |