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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 | $15,530 | $37,446-58.5% | $77,552-80.0% | $79,856-80.6% |
| Participation rate | 19.1% | 41.5%-22.4pp | 54.2%-35.1pp | 69.6%-50.5pp |
| Annual return | 21.48% | 39.76%-18.3pp | 54.82%-33.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $314 | $637-50.7% | $987-68.2% | $2,471-87.3% |
| Participant deferral / active EE | $611 | $1,261-51.5% | $1,861-67.2% | $3,741-83.7% |
| Admin fee / account holder | $300 | $2,506-88.0% | $2,859-89.5% | $5,306-94.3% |