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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 | $35,130 | $22,602+55.4% | $65,566-46.4% | $75,173-53.3% |
| Participation rate | 15.2% | 63.1%-47.9pp | 64.9%-49.8pp | 67.2%-52.1pp |
| Annual return | 19.73% | 71.13%-51.4pp | 47.40%-27.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $337 | $941-64.2% | $1,692-80.1% | $2,671-87.4% |
| Participant deferral / active EE | $1,258 | $1,695-25.8% | $2,832-55.6% | $4,126-69.5% |
| Admin fee / account holder | $31 | $1,877-98.3% | $4,114-99.2% | $5,651-99.4% |