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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 | $22,067 | $35,183-37.3% | $73,550-70.0% | $70,126-68.5% |
| Participation rate | 20.5% | 42.9%-22.5pp | 54.9%-34.5pp | 69.5%-49.1pp |
| Annual return | 20.20% | 26.90%-6.7pp | -15.16%+35.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $359 | $709-49.3% | $1,219-70.5% | $2,343-84.7% |
| Participant deferral / active EE | $1,219 | $1,220-0.1% | $1,804-32.4% | $3,332-63.4% |
| Admin fee / account holder | $87 | $2,302-96.2% | $2,320-96.3% | $4,645-98.1% |