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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 | $19,653 | $29,736-33.9% | $56,033-64.9% | $80,935-75.7% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 15.37% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $471 | $671-29.8% | $1,041-54.7% | $2,757-82.9% |
| Participant deferral / active EE | $1,367 | $1,228+11.3% | $1,954-30.0% | $4,299-68.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |