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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 | $10,101 | $39,028-74.1% | $80,741-87.5% | $85,847-88.2% |
| Participation rate | 40.0% | 41.6%-1.6pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 18.00% | 26.31%-8.3pp | 87.30%-69.3pp | 318.61%-300.6pp |
| Employer contribution / active EE | $629 | $722-12.9% | $1,160-45.8% | $2,565-75.5% |
| Participant deferral / active EE | $843 | $1,326-36.4% | $2,145-60.7% | $3,952-78.7% |
| Admin fee / account holder | $20 | $2,429-99.2% | $3,380-99.4% | $6,261-99.7% |