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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 | $26,837 | $37,446-28.3% | $77,513-65.4% | $79,852-66.4% |
| Participation rate | 48.0% | 41.5%+6.5pp | 54.2%-6.2pp | 69.6%-21.6pp |
| Annual return | 30.19% | 39.76%-9.6pp | 54.81%-24.6pp | 31.72%-1.5pp |
| Employer contribution / active EE | $513 | $637-19.4% | $987-48.0% | $2,471-79.2% |
| Participant deferral / active EE | $2,586 | $1,261+105.1% | $1,861+38.9% | $3,740-30.9% |
| Admin fee / account holder | $156 | $2,506-93.8% | $2,859-94.6% | $5,306-97.1% |