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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 | $13,308 | $45,152-70.5% | $73,845-82.0% | $59,632-77.7% |
| Participation rate | 48.6% | 64.0%-15.5pp | 73.4%-24.9pp | 68.7%-20.1pp |
| Annual return | -1.51% | 27.40%-28.9pp | 2267.91%-2269.4pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $815 | $1,902-57.1% | $2,788-70.7% | $2,203-63.0% |
| Participant deferral / active EE | $1,680 | $2,574-34.7% | $3,583-53.1% | $3,192-47.4% |
| Admin fee / account holder | $95 | $3,516-97.3% | $4,881-98.1% | $4,297-97.8% |