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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 | $48,073 | $36,948+30.1% | $73,658-34.7% | $87,485-45.0% |
| Participation rate | 27.6% | 46.8%-19.2pp | 57.0%-29.5pp | 68.9%-41.3pp |
| Annual return | 16.60% | 28.64%-12.0pp | 29.72%-13.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $616 | $670-8.0% | $1,032-40.3% | $2,596-76.3% |
| Participant deferral / active EE | $2,546 | $1,379+84.6% | $2,062+23.5% | $4,274-40.4% |
| Admin fee / account holder | $89 | $2,531-96.5% | $3,357-97.3% | $7,775-98.9% |