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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 | $7,601 | $32,117-76.3% | $71,086-89.3% | $64,173-88.2% |
| Participation rate | 36.0% | 42.7%-6.7pp | 54.7%-18.7pp | 69.6%-33.6pp |
| Annual return | 6.23% | -5.57%+11.8pp | 650.59%-644.4pp | 7.63%-1.4pp |
| Employer contribution / active EE | $295 | $712-58.6% | $1,088-72.9% | $2,381-87.6% |
| Participant deferral / active EE | $1,035 | $1,263-18.1% | $1,874-44.8% | $3,470-70.2% |
| Admin fee / account holder | $253 | $2,759-90.8% | $3,082-91.8% | $4,887-94.8% |