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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 | $31,064 | $36,948-15.9% | $73,658-57.8% | $87,485-64.5% |
| Participation rate | 23.2% | 46.8%-23.6pp | 57.0%-33.8pp | 68.9%-45.7pp |
| Annual return | 19.78% | 28.64%-8.9pp | 29.72%-9.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,969 | $1,379+42.8% | $2,062-4.5% | $4,274-53.9% |
| Admin fee / account holder | $133 | $2,531-94.7% | $3,357-96.0% | $7,775-98.3% |