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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 | $13,635 | $37,446-63.6% | $77,552-82.4% | $79,856-82.9% |
| Participation rate | 12.9% | 41.5%-28.6pp | 54.2%-41.3pp | 69.6%-56.7pp |
| Annual return | 33.53% | 39.76%-6.2pp | 54.82%-21.3pp | 31.71%+1.8pp |
| Employer contribution / active EE | $288 | $637-54.8% | $987-70.8% | $2,471-88.4% |
| Participant deferral / active EE | $750 | $1,261-40.5% | $1,861-59.7% | $3,741-79.9% |
| Admin fee / account holder | $175 | $2,506-93.0% | $2,859-93.9% | $5,306-96.7% |