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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 | $18,277 | $37,446-51.2% | $77,552-76.4% | $79,856-77.1% |
| Participation rate | 17.3% | 41.5%-24.2pp | 54.2%-36.9pp | 69.6%-52.4pp |
| Annual return | 26.92% | 39.76%-12.8pp | 54.82%-27.9pp | 31.71%-4.8pp |
| Employer contribution / active EE | $343 | $637-46.2% | $987-65.3% | $2,471-86.1% |
| Participant deferral / active EE | $796 | $1,261-36.9% | $1,861-57.2% | $3,741-78.7% |
| Admin fee / account holder | $238 | $2,506-90.5% | $2,859-91.7% | $5,306-95.5% |