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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 | $13,519 | $34,316-60.6% | $74,723-81.9% | $72,976-81.5% |
| Participation rate | 30.3% | 42.4%-12.1pp | 54.5%-24.2pp | 69.5%-39.2pp |
| Annual return | 44.31% | 26.58%+17.7pp | 753.18%-708.9pp | 81.02%-36.7pp |
| Employer contribution / active EE | $502 | $692-27.5% | $1,084-53.7% | $2,440-79.4% |
| Participant deferral / active EE | $1,618 | $1,272+27.2% | $1,962-17.5% | $3,608-55.2% |
| Admin fee / account holder | $20 | $2,125-99.1% | $3,335-99.4% | $5,124-99.6% |