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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 | $13,550 | $27,632-51.0% | $61,452-78.0% | $68,486-80.2% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | 71.71% | -13.24%+85.0pp | 338.96%-267.2pp | -7.85%+79.6pp |
| Employer contribution / active EE | $810 | $696+16.4% | $1,160-30.1% | $2,597-68.8% |
| Participant deferral / active EE | $1,456 | $1,264+15.2% | $2,125-31.5% | $4,028-63.9% |
| Admin fee / account holder | $91 | $2,010-95.5% | $2,131-95.8% | $5,404-98.3% |