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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 | $44,886 | $36,948+21.5% | $73,658-39.1% | $87,485-48.7% |
| Participation rate | 8.8% | 46.8%-38.0pp | 57.0%-48.2pp | 68.9%-60.1pp |
| Annual return | 23.22% | 28.64%-5.4pp | 29.72%-6.5pp | 26.06%-2.8pp |
| Employer contribution / active EE | $318 | $670-52.6% | $1,032-69.2% | $2,596-87.8% |
| Participant deferral / active EE | $1,139 | $1,379-17.4% | $2,062-44.7% | $4,274-73.3% |
| Admin fee / account holder | $232 | $2,531-90.8% | $3,357-93.1% | $7,775-97.0% |