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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 | $14,317 | $36,948-61.3% | $73,658-80.6% | $87,485-83.6% |
| Participation rate | 45.2% | 46.8%-1.6pp | 57.0%-11.8pp | 68.9%-23.7pp |
| Annual return | 20.24% | 28.64%-8.4pp | 29.72%-9.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $189 | $670-71.9% | $1,032-81.7% | $2,596-92.7% |
| Participant deferral / active EE | $1,425 | $1,379+3.4% | $2,062-30.9% | $4,274-66.6% |
| Admin fee / account holder | $235 | $2,531-90.7% | $3,357-93.0% | $7,775-97.0% |