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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 | $7,892 | $35,183-77.6% | $73,550-89.3% | $70,126-88.7% |
| Participation rate | 27.6% | 42.9%-15.3pp | 54.9%-27.3pp | 69.5%-42.0pp |
| Annual return | 19.48% | 26.90%-7.4pp | -15.16%+34.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $255 | $709-64.0% | $1,219-79.1% | $2,343-89.1% |
| Participant deferral / active EE | $502 | $1,220-58.9% | $1,804-72.2% | $3,332-84.9% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |