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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 | $10,986 | $35,183-68.8% | $73,550-85.1% | $70,126-84.3% |
| Participation rate | 24.0% | 42.9%-18.9pp | 54.9%-30.9pp | 69.5%-45.5pp |
| Annual return | 47.37% | 26.90%+20.5pp | -15.16%+62.5pp | 73.15%-25.8pp |
| Employer contribution / active EE | $284 | $709-59.9% | $1,219-76.7% | $2,343-87.9% |
| Participant deferral / active EE | $1,496 | $1,220+22.7% | $1,804-17.1% | $3,332-55.1% |
| Admin fee / account holder | $151 | $2,302-93.4% | $2,320-93.5% | $4,645-96.7% |