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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 | $29,510 | $37,446-21.2% | $77,513-61.9% | $79,852-63.0% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.4pp |
| Annual return | 17.35% | 39.76%-22.4pp | 54.81%-37.5pp | 31.72%-14.4pp |
| Employer contribution / active EE | $775 | $637+21.6% | $987-21.5% | $2,471-68.7% |
| Participant deferral / active EE | $1,665 | $1,261+32.1% | $1,861-10.5% | $3,740-55.5% |
| Admin fee / account holder | $130 | $2,506-94.8% | $2,859-95.5% | $5,306-97.6% |