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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 | $25,817 | $36,948-30.1% | $73,658-65.0% | $87,485-70.5% |
| Participation rate | 44.0% | 46.8%-2.8pp | 57.0%-13.0pp | 68.9%-24.9pp |
| Annual return | 31.03% | 28.64%+2.4pp | 29.72%+1.3pp | 26.06%+5.0pp |
| Employer contribution / active EE | $300 | $670-55.2% | $1,032-70.9% | $2,596-88.4% |
| Participant deferral / active EE | $303 | $1,379-78.0% | $2,062-85.3% | $4,274-92.9% |
| Admin fee / account holder | $233 | $2,531-90.8% | $3,357-93.0% | $7,775-97.0% |