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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 | $4,468 | $22,602-80.2% | $65,566-93.2% | $75,173-94.1% |
| Participation rate | 69.2% | 63.1%+6.2pp | 64.9%+4.3pp | 67.2%+2.0pp |
| Annual return | 21.74% | 71.13%-49.4pp | 47.40%-25.7pp | 160.72%-139.0pp |
| Employer contribution / active EE | $933 | $941-0.9% | $1,692-44.9% | $2,671-65.1% |
| Participant deferral / active EE | $1,483 | $1,695-12.5% | $2,832-47.6% | $4,126-64.0% |
| Admin fee / account holder | $166 | $1,877-91.1% | $4,114-96.0% | $5,651-97.1% |