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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 | $20,826 | $32,037-35.0% | $69,182-69.9% | $62,881-66.9% |
| Participation rate | 46.5% | 43.4%+3.1pp | 55.1%-8.6pp | 69.3%-22.8pp |
| Annual return | 7.10% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $322 | $679-52.5% | $1,206-73.3% | $2,281-85.9% |
| Participant deferral / active EE | $635 | $1,185-46.4% | $1,897-66.5% | $3,203-80.2% |
| Admin fee / account holder | $56 | $2,608-97.8% | $2,697-97.9% | $4,296-98.7% |