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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 | $11,793 | $29,319-59.8% | $52,425-77.5% | $82,448-85.7% |
| Participation rate | 32.0% | 46.9%-14.9pp | 55.6%-23.6pp | 68.1%-36.1pp |
| Annual return | 24.05% | 535.20%-511.2pp | 302.12%-278.1pp | 41.64%-17.6pp |
| Employer contribution / active EE | $380 | $586-35.2% | $914-58.4% | $2,551-85.1% |
| Participant deferral / active EE | $468 | $1,171-60.1% | $1,790-73.9% | $4,139-88.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |