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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 | $8,709 | $35,183-75.2% | $73,550-88.2% | $70,126-87.6% |
| Participation rate | 44.4% | 42.9%+1.5pp | 54.9%-10.5pp | 69.5%-25.1pp |
| Annual return | 23.36% | 26.90%-3.5pp | -15.16%+38.5pp | 73.15%-49.8pp |
| Employer contribution / active EE | $713 | $709+0.5% | $1,219-41.6% | $2,343-69.6% |
| Participant deferral / active EE | $939 | $1,220-23.0% | $1,804-48.0% | $3,332-71.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |