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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 | $22,261 | $41,981-47.0% | $63,412-64.9% | $59,633-62.7% |
| Participation rate | 15.1% | 60.3%-45.2pp | 67.1%-52.0pp | 68.7%-53.6pp |
| Annual return | 6.12% | 13.04%-6.9pp | 4.04%+2.1pp | 2041.40%-2035.3pp |
| Employer contribution / active EE | $660 | $1,287-48.8% | $1,814-63.6% | $2,203-70.1% |
| Participant deferral / active EE | $1,449 | $2,002-27.6% | $2,496-41.9% | $3,192-54.6% |
| Admin fee / account holder | $7 | $3,509-99.8% | $3,753-99.8% | $4,297-99.8% |