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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 | $39,553 | $30,732+28.7% | $59,496-33.5% | $59,633-33.7% |
| Participation rate | 48.0% | 43.2%+4.8pp | 54.6%-6.6pp | 68.7%-20.7pp |
| Annual return | -0.98% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $241 | $631-61.9% | $1,153-79.1% | $2,203-89.1% |
| Participant deferral / active EE | $1,664 | $1,183+40.6% | $1,829-9.1% | $3,192-47.9% |
| Admin fee / account holder | $97 | $2,136-95.5% | $2,232-95.7% | $4,297-97.7% |