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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 | $23,474 | $32,037-26.7% | $69,182-66.1% | $62,881-62.7% |
| Participation rate | 10.8% | 43.4%-32.6pp | 55.1%-44.3pp | 69.3%-58.5pp |
| Annual return | 11.83% | 15.16%-3.3pp | -21.93%+33.8pp | 20.14%-8.3pp |
| Employer contribution / active EE | $522 | $679-23.1% | $1,206-56.7% | $2,281-77.1% |
| Participant deferral / active EE | $638 | $1,185-46.1% | $1,897-66.3% | $3,203-80.1% |
| Admin fee / account holder | $37 | $2,608-98.6% | $2,697-98.6% | $4,296-99.2% |