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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 | $22,246 | $36,948-39.8% | $73,658-69.8% | $87,485-74.6% |
| Participation rate | 12.5% | 46.8%-34.3pp | 57.0%-44.5pp | 68.9%-56.4pp |
| Annual return | 18.67% | 28.64%-10.0pp | 29.72%-11.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $360 | $670-46.3% | $1,032-65.2% | $2,596-86.1% |
| Participant deferral / active EE | $449 | $1,379-67.5% | $2,062-78.2% | $4,274-89.5% |
| Admin fee / account holder | $26 | $2,531-99.0% | $3,357-99.2% | $7,775-99.7% |