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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 | $16,209 | $32,037-49.4% | $69,182-76.6% | $62,881-74.2% |
| Participation rate | 42.9% | 43.4%-0.6pp | 55.1%-12.3pp | 69.3%-26.4pp |
| Annual return | 9.00% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $688 | $679+1.3% | $1,206-42.9% | $2,281-69.8% |
| Participant deferral / active EE | $1,904 | $1,185+60.6% | $1,897+0.4% | $3,203-40.5% |
| Admin fee / account holder | $3 | $2,608-99.9% | $2,697-99.9% | $4,296-99.9% |