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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 | $11,945 | $37,446-68.1% | $77,552-84.6% | $79,856-85.0% |
| Participation rate | 32.6% | 41.5%-8.9pp | 54.2%-21.6pp | 69.6%-37.0pp |
| Annual return | 21.25% | 39.76%-18.5pp | 54.82%-33.6pp | 31.71%-10.5pp |
| Employer contribution / active EE | $777 | $637+22.0% | $987-21.2% | $2,471-68.5% |
| Participant deferral / active EE | $994 | $1,261-21.1% | $1,861-46.6% | $3,741-73.4% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |