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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 | $19,683 | $37,446-47.4% | $77,513-74.6% | $79,852-75.4% |
| Participation rate | 35.2% | 41.5%-6.3pp | 54.2%-19.0pp | 69.6%-34.5pp |
| Annual return | 25.63% | 39.76%-14.1pp | 54.81%-29.2pp | 31.72%-6.1pp |
| Employer contribution / active EE | $655 | $637+2.8% | $987-33.6% | $2,471-73.5% |
| Participant deferral / active EE | $1,730 | $1,261+37.2% | $1,861-7.0% | $3,740-53.7% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |