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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 | $29,398 | $37,446-21.5% | $77,552-62.1% | $79,856-63.2% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.6%-25.6pp |
| Annual return | 29.29% | 39.76%-10.5pp | 54.82%-25.5pp | 31.71%-2.4pp |
| Employer contribution / active EE | $1,114 | $637+74.8% | $987+12.9% | $2,471-54.9% |
| Participant deferral / active EE | $2,509 | $1,261+99.0% | $1,861+34.8% | $3,741-32.9% |
| Admin fee / account holder | $56 | $2,506-97.8% | $2,859-98.0% | $5,306-98.9% |