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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 | $28,894 | $35,183-17.9% | $73,550-60.7% | $70,126-58.8% |
| Participation rate | 9.8% | 42.9%-33.2pp | 54.9%-45.2pp | 69.5%-59.8pp |
| Annual return | 17.21% | 26.90%-9.7pp | -15.16%+32.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $192 | $709-72.9% | $1,219-84.3% | $2,343-91.8% |
| Participant deferral / active EE | $1,242 | $1,220+1.9% | $1,804-31.1% | $3,332-62.7% |
| Admin fee / account holder | $233 | $2,302-89.9% | $2,320-89.9% | $4,645-95.0% |