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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 | $21,494 | $35,183-38.9% | $73,550-70.8% | $70,126-69.3% |
| Participation rate | 27.0% | 42.9%-15.9pp | 54.9%-27.9pp | 69.5%-42.6pp |
| Annual return | 20.37% | 26.90%-6.5pp | -15.16%+35.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $606 | $709-14.5% | $1,219-50.3% | $2,343-74.1% |
| Participant deferral / active EE | $2,137 | $1,220+75.2% | $1,804+18.4% | $3,332-35.9% |
| Admin fee / account holder | $92 | $2,302-96.0% | $2,320-96.0% | $4,645-98.0% |