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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 | $34,613 | $37,436-7.5% | $77,513-55.3% | $79,858-56.7% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 15.31% | 39.75%-24.4pp | 54.81%-39.5pp | 31.72%-16.4pp |
| Employer contribution / active EE | $352 | $637-44.8% | $987-64.4% | $2,471-85.8% |
| Participant deferral / active EE | $993 | $1,261-21.2% | $1,861-46.7% | $3,740-73.5% |
| Admin fee / account holder | $258 | $2,505-89.7% | $2,859-91.0% | $5,306-95.1% |