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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 | $7,745 | $32,037-75.8% | $69,182-88.8% | $62,881-87.7% |
| Participation rate | 60.7% | 43.4%+17.3pp | 55.1%+5.6pp | 69.3%-8.6pp |
| Annual return | 10.16% | 15.16%-5.0pp | -21.93%+32.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,382 | $679+103.4% | $1,206+14.5% | $2,281-39.4% |
| Participant deferral / active EE | $1,928 | $1,185+62.7% | $1,897+1.7% | $3,203-39.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |