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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 | $27,391 | $36,948-25.9% | $73,658-62.8% | $87,485-68.7% |
| Participation rate | 26.0% | 46.8%-20.8pp | 57.0%-31.0pp | 68.9%-42.9pp |
| Annual return | 14.78% | 28.64%-13.9pp | 29.72%-14.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $289 | $670-56.9% | $1,032-72.0% | $2,596-88.9% |
| Participant deferral / active EE | $2,213 | $1,379+60.4% | $2,062+7.3% | $4,274-48.2% |
| Admin fee / account holder | $8 | $2,531-99.7% | $3,357-99.8% | $7,775-99.9% |