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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 | $15,574 | $37,446-58.4% | $77,513-79.9% | $79,852-80.5% |
| Participation rate | 42.0% | 41.5%+0.5pp | 54.2%-12.2pp | 69.6%-27.6pp |
| Annual return | 28.59% | 39.76%-11.2pp | 54.81%-26.2pp | 31.72%-3.1pp |
| Employer contribution / active EE | $719 | $637+12.9% | $987-27.1% | $2,471-70.9% |
| Participant deferral / active EE | $955 | $1,261-24.3% | $1,861-48.7% | $3,740-74.5% |
| Admin fee / account holder | $132 | $2,506-94.7% | $2,859-95.4% | $5,306-97.5% |