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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 | $44,332 | $22,683+95.4% | $61,399-27.8% | - |
| Participation rate | 17.2% | 38.0%-20.8pp | 52.6%-35.4pp | - |
| Annual return | -18.79% | -10.54%-8.2pp | 338.81%-357.6pp | - |
| Employer contribution / active EE | $314 | $484-35.3% | $1,159-73.0% | - |
| Participant deferral / active EE | $729 | $1,321-44.8% | $2,124-65.7% | - |
| Admin fee / account holder | $79 | $926-91.5% | $2,131-96.3% | - |