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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 | $48,214 | $48,118+0.2% | $136,833-64.8% | $94,015-48.7% |
| Participation rate | 19.6% | 47.4%-27.7pp | 59.0%-39.4pp | 70.8%-51.2pp |
| Annual return | 18.50% | 14.65%+3.9pp | 35.32%-16.8pp | 17.84%+0.7pp |
| Employer contribution / active EE | $262 | $821-68.1% | $1,319-80.1% | $2,790-90.6% |
| Participant deferral / active EE | $1,354 | $1,651-18.0% | $2,441-44.5% | $4,249-68.1% |
| Admin fee / account holder | $90 | $3,059-97.1% | $4,706-98.1% | $8,951-99.0% |