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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 | $43,246 | $37,446+15.5% | $77,552-44.2% | $79,856-45.8% |
| Participation rate | 25.7% | 41.5%-15.8pp | 54.2%-28.5pp | 69.6%-43.9pp |
| Annual return | 18.13% | 39.76%-21.6pp | 54.82%-36.7pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,804 | $1,261+43.1% | $1,861-3.1% | $3,741-51.8% |
| Admin fee / account holder | $2 | $2,506-99.9% | $2,859-99.9% | $5,306-100.0% |